All Real Assets articles in May/June 2024 (Magazine)
View all stories from this issue.
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Special ReportsSmart mobility: getting from A to V
Smart mobility will eventually transform cities and transport. But in the short term, investors need to work out what is investable, writes Maha Khan Phillips
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AnalysisGuest view: LGPS funds seek global real estate exposure
Martin Gilbert and Andrea White explore the rationale and the timing behind the move
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Special ReportsUnstable connection: investors reconsider headlong rush into fibre networks
Investors have been rushing to roll out fibre broadband. But do rising costs, ‘overbuilding’ concerns and ‘altnet’ failures spell trouble? Christopher Walker reports
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Special ReportsClimate Investment: ‘Focus on where the emissions really are’
Climate Investment, founded by oil and gas companies, is investing in technology that can decarbonise the hardest-to-abate sectors. Christopher Walker speaks to CIO Josh Haacker
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Special ReportsGOYOH: Helping solve Japan's ESG compliance challenges
GOYOH is working with Japan’s government pension fund, global investors and the Tokyo government to help resolve ESG compliance challenges. Florence Chong speaks to founder Yukihito Ito
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Special ReportsLogistics giants muscle in on data centres
Demand for data centres is booming. Now the world’s biggest logistics players have ambitions on the sector. Florence Chong reports
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Special ReportsSmart energy race: the tech is here but it needs more venture capital
The world will not get to net zero without new technology, but venture capital is needed. Christopher Walker reports
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Special ReportsCanada’s IMCO positions itself for global real estate push
The manager of Ontario pension assets is evolving its real estate allocation to changing market dynamics. Razak Musah Baba speaks to Richard Varkey
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AnalysisGuest view: the green wave in Brazil
Alexis Crow explores the opportunities for investing in private markets and ESG in Latin America’s largest economy
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AnalysisGlobal core real estate: no excuse for home bias?
Never before have investors had such a wide choice of solutions for accessing core real estate on a global basis. Robin Marriott reports
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AnalysisCity focus: Unlocking Berlin's housing market
Germany’s capital is mired in a housing crisis, soaring rents and regulations that have put off developers. But is there still life in Berlin? Robin Marriott reports
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InterviewsBenjamin Davis: Octopus focuses on the ‘right to win’ investments
The CEO of Octopus Investments talks about ‘changing the world’ through alternative investments
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Special ReportsAustralian Retirement Trust sets up in London for global expansion
Australia’s second-largest superannuation fund has opened a London office as it eyes global expansion. Florence Chong reports.
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Special ReportsATP focuses on serving real estate customers in its domestic market
The Danish pension fund is focusing on domestic residential markets and on operational and customer services. Pirkko Juntunen speaks to André Scharf
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InterviewsMichael Brand on the ‘next generation of assets’
Mercer has appointed its first head of real assets in a sign of the times. Christopher Walker speaks to Michael Brand about the move
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Special ReportsDistrict heating: Time for investors to warm to the asset class?
More investment in heat networks would contribute to the race to net zero. Georg Inderst looks at the investment case for the asset class
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Special ReportsHydrogen infrastructure – more than hot air
There is a lot of talk about the potential for hydrogen, but is it an investable asset class for institutions? Lauren Mills explores
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Special ReportsReal estate must embrace AI now or ‘risk being left behind’
Artificial intelligence represents an opportunity for the industry to innovate quickly, Pirkko Juntunen finds
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Special ReportsMetro versus machine: AI and the office market
The office sector is already reeling from a post-pandemic fall in demand. Could AI accelerate the decline? Christopher Walker reports
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Special ReportsAfter years of selling down its real estate exposure, NZ Super is back
Toby Selman and Will Goodwin tell Florence Chong about building up the portfolio for New Zealand’s sovereign wealth fund
