IPE Real Assets Opinion – Page 6
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Opinion PiecesGuest view: Liquidity lessons for infrastructure
An influx of investors into infrastructure has raised the age-old liquidity conundrum, write Shaun Stevens and Fraser Hughes
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Opinion PiecesGuest view: The denominatrix
Noël Amenc and Frédéric Blanc-Brude ask: why suffer at the hands of the denominator effect when the true market value of private assets is available?
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Opinion PiecesGuest view: The winner takes it all in opportunistic real estate
Investors should not necessarily apply the diversification mantra when seeking opportunistic real estate exposure, writes Manfred Kupka
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Opinion PiecesGuest view: Why we see favourable entry points emerging for REITs
Listed REITs have likely priced in a recession; Analysis points to recovery next
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Opinion PiecesGuest view: What lies ahead for logistics REITs?
The sector is in a strong position, but interest rates and a cost-of-living crisis pose challenges
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Opinion PiecesGuest view: Understanding the risks of impact real estate
With an array of social impact funds to choose from, what are the main risks that investors should be aware of? Nikki Howard and Peter Hobbs explain
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Opinion PiecesGuest view: Adopt a hospitality mindset
The wider real estate industry needs to start thinking like the hotel sector, write Thomas Wiegelmann and Howard Morgan
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Opinion PiecesGuest view: Achieving green ambitions in infrastructure
Innovation and technology will help decarbonise infrastructure, says Sophie Durham
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Opinion PiecesGuest view: The technology changing real estate’s carbon future
The real estate sector is unsustainable due to the large carbon footprint of concrete
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Opinion PiecesGuest view: Passion and transparency needed to build trust in ESG
With all eyes on COP27, Manfredi Catella considers what the real estate industry needs to do
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Opinion PiecesGuest view: Aircraft lessors performing well despite challenging environment
The aircraft leasing industry has enough flexibility to withstand inflation
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Opinion PiecesGuest view: Infrastructure investment in the new age of ‘energy sobriety’
Black, blue and green – Alexis Crow considers which investments are secure in today’s landscape
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Opinion PiecesGuest view: Forests or Food? Both!
Richard Kelly explains why net zero and food security UK should not be seen as an either/or choice
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Opinion PiecesGuest view: Finance and tech innovation needed to decarbonise real estate
There is an urgent need for investors, landlords and tenants to work together, writes Oliver Light
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Opinion PiecesGuest view: Time for real estate to consider behavioural science?
It is an overlooked area of research for commercial property investors, writes Will Matthews
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Opinion PiecesGuest view: Time to test infrastructure’s downside protection premise
Infrastructure has long promised to provide downside protection, but this could not be tested – until now, writes Serkan Bahçeci
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Opinion PiecesGuest view: Australian appetite is only going to get stronger
Australia’s pension funds are hungry for global assets – particularly infrastructure, writes Alex Dunnin
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Opinion PiecesGuest viewpoint: DC pensions must pursue indirect alternatives strategies
Melville Rodrigues considers the use of listed investment companies and long-term asset funds
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Opinion PiecesGuest view: Unlocking Warehouse ESG
Before the pandemic, warehouses would not have been considered prime candidates for driving the ESG agenda
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Opinion PiecesGuest view: Make pension funds want to back the UK’s energy ambitions
Talk of windfall tax unhelfpul, says Daniel Hobson of GLIL and Greater Manchester Pension Fund
