Key Real Estate and Infrastructure Insights

Are these two asset classes witnessing a renaissance?

The collection of timely research below provides investors with insights into two asset classes witnessing renewed interest: infrastructure and real estate. In times of heightened uncertainty such as these, the potential for alpha generation and hedging may be greater than in more content periods, when traditional assets may dominate portfolios.

REAL ESTATE

Webinar: Real Estate Outlook (PGIM Real Estate)

As the world heads towards greater uncertainty, real estate offers a number of attractive qualities to global investors.

Real Estate Living: A Key Opportunity of the Next Cycle? (M&G Investments)

For compliance reasons, this paper is only accessible in certain geographies

The real estate sector offers investment opportunities that may benefit global portfolios as we enter a new cycle, M&G Investments argues.

Emerging Trends in Real Estate: Europe 2023 (PwC)

After a year of conflict in Eastern Europe, of heightened inflation and tighter monetary policy, certain trends are emerging within the European real estate market.

UK Real Estate: Ready For Net Zero? (LGIM)

For compliance reasons, this paper is NOT accessible in the United States and Canada

The world is moving, slowly but surely, towards a net-zero blueprint. Is the real estate sector ready for change?

Canadian Office Market Update (Altus Group)

For compliance reasons, this paper is only accessible in certain geographies

The most notable office building completions across Canada in Q4 2022 included The Stack in Vancouver and Montreal’s Espace Montmorency building.

INFRASTRUCTURE

Podcast: The Strategic Case For Investing In Private Assets (BNP Paribas AM)

Strategic allocation to private assets such as infrastructure, can be a way of steadily navigating the current level of volatility while hunting for alpha.

Infrastructure: A Portfolio’s Barrier Against Inflation (Qontigo)

This paper aims to show that infrastructure was an effective inflation hedge during 2020-2022, a period characterized by a record increase in CPI.

The Power Of Private Real Assets (Nuveen)

Infrastructure and other private assets are powerful tools for institutional investors in designing portfolios that are resilient and capable of performing well.

State of Global Electric Vehicle Adoption (Citi GPS)

For electric vehicles (EVs) to be adopted globally, massive infrastructure changes need to be made. These represent potential new opportunities for investors.

European Electricity Review 2023 (Ember)

Europe's energy infrastructure came under the spotlight in 2022. This report looks at electricity production across Europe by infrastructure type.

UPCOMING WEBINAR

Webinar 23 Mar 2023: Real estate in a time of rising rates (Macrobond)

Real estate is among the most sensitive assets to interest rates. With central banks well into a historic tightening cycle, what happens to one of the most widely held asset classes?