All Real Assets articles in September / October 2022 (Magazine)
View all stories from this issue.
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Special ReportsTop 100 Infrastructure Investors 2022: Survey
After passing the COVID test, investors bet on infrastructure to help build immunity to inflation and reach net zero. Richard Lowe reports
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Special ReportsTop 100 Infrastructure Investors 2022: Case studies
We talked to five of the top 100 about their allocations, strategies and the implications of inflation, war and climate change
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Special ReportsTop 100 Infrastructure Investors: Full ranking
The IPE Real Assets top 100 ranking of some of the world’s largest infrastructure investors accounts for more than $664.3bn (€660bn) in infrastructure assets held by pension funds, sovereign-wealth funds, insurers and other institutional capital owners.
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AnalysisIPE Real Assets September/October 2022: Infrastructure faces its next test
Among other attributes, infrastructure has always been billed as an asset class that can provide a stabilising influence on portfolios at times of volatility, disconnected from the swings of the public markets and – in many cases – economic cycles. This selling point was tested during the pandemic. Putting to one side the disruption to transport assets, which have subsequently recovered, it largely passed.
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Special ReportsPrologis: Adapting fast to changing global dynamics
Global logistics giant Prologis is trying to keep one step ahead of its customers. Christopher Walker reports
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Special ReportsGuest view: Adding listed infrastructure to the mix
Chuck DiRocco and Fraser Hughes show why investors should consider adding an allocation to listed infrastructure
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Special ReportsCan REITs thrive amid high inflation?
Prospects vary across geography and sector, but REITs could be in a good position to deal with inflation. Christopher Walker reports
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AnalysisAnalysis: Biden’s bill a boon for green infrastructure?
US President Joe Biden’s misleadingly titled Inflation Reduction Act could have big implications for real assets. Christopher Walker reports
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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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MagazineUrbanisation: the importance of placemaking takes hold in Asia-Pacific
How developers are building back better across Asia-Pacific to attract occupiers and pension fund investors. Florence Chong reports
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Special ReportsREITs become takeover targets
Having navigated the COVID-19 storm, REITs increasingly face being raided by private equity groups and rivals. Christopher Walker reports
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InterviewsJeffrey Perlman: China, a market that ‘can’t be ignored’
Despite rising geopolitical tensions, Warburg Pincus remains committed to China and Asia’s ‘new economy’ real estate
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AnalysisSolvency II reform – finally an end to Europe’s cognitive dissonance?
Europe should take note of the UK’s intentions to reform its post-Brexit insurance regulations, writes Barkha Mehmedagic
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MagazineUrbanisation: Rebooting the commuter
COVID-19 did not bring about the end of urbanisation. But what is the role of the office in the post-pandemic city? Lauren Mills reports
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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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Special ReportsEyes turn to listed infrastructure
In times of inflation and recessionary risks, the listed infrastructure market is garnering more interest, says Maha Khan Phillips
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Special ReportsTriple Point Social Housing REIT: Home security
The UK REIT that is providing much-needed accommodation while providing investors with resilient income. Christopher Walker reports
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Special ReportsA raid on public infrastructure markets
Australian listed infrastructure companies have become prey to private investors. What does it mean for the sector? Florence Chong reports
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MagazineValue-add office investing in uncertain times
With so much near-term uncertainty, it can be a challenge for value-add specialists to invest with conviction. Lauren Mills reports
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Special ReportsLendlease: Lombardo takes the lead
Australia’s global real estate player continues to evolve under a new CEO. Florence Chong reports
