The Top Real Assets Papers of 2019
Real Assets: The best white papers of 2019
The winning and highly commended papers for all 15 categories at the Savvy Investor Awards 2019 were announced on December 9th.
We have included all the papers that were included in the Best Real Assets Paper category here, so you can view both the winning paper and the other highly commended papers that were recognized. In addition, we have also included a great real asset paper that just missed the cut-off deadline.
The winner of this year's Savvy Investor Award for Best Real Assets Paper was Nuveen, for their informative paper discussing urbanization and how it is driving major economic and social shifts.
WINNING PAPER
Upcoming Urbanites: Urbanization drives major economic shifts (Nuveen)
Nuveen's winning paper describes the economic and social shifts that are already occurring as a result of rapid urbanization. They also outline where some of the USD 90 trillion of future investment in infrastructure may be required.
HIGHLY COMMENDED
Real Assets & Portfolio Construction for Institutional Investors (PGIM Institutional Advisory & Solutions)
PGIM identifies that different types of real assets have varying sensitivities to macroeconomic variables, so institutional investors need to consider different approaches when constructing multi-asset portfolios.
Real Assets Study (Aviva Investors)
For compliance reasons, this paper is only accessible in the UK & Europe
Aviva Investors 'Real Asset Study' offers insights into the investing intentions of 500 executives and investors from across Europe and the importance of ESG considerations in the decision-making process.
Emerging Trends in Real Estate: Global Outlook (PwC)
In their report on trends within the real estate industry, PwC identifies that real estate investors are being forced to re-evaluate traditional business models and valuation methodologies in the light of changing consumer preferences.
Climate risk in private real estate portfolios: What’s the exposure? (MSCI)
MSCI investigates the exposure of institutional private real estate assets to climate-related risks. They suggest that investors with exposure to hazards in Australia, South Africa, the U.S., Holland and the U.K. may wish to avoid these higher-risk locations or mitigate the risks via insurance contracts.
Global Real Estate Summary (UBS AM)
UBS Asset Management provides a detailed look at global real estate markets and their prospects in their 28-page quarterly document.
The role of real assets in shaping a sustainable future (Aviva Investors)
For compliance reasons, this paper is only accessible in certain geographies
In their report, Aviva Investors illustrates how investments in Real Assets can enable investors to have a meaningful impact on society.
Real Assets - The New Mainstream (Aquila Capital)
In their recent paper, Aquila Capital notes that the continuation of a low-yield environment in fixed income markets may encourage institutional investors to consider allocating additional assets to real estate, which may mean that they could end up being considered as a mainstream asset class.
AND ONE THAT JUST MISSED THE DEADLINE…
Asia Real Estate Market Outlook (M&G Investments, Dec 2019)
For compliance reasons, this paper is only accessible in certain geographies
M&G Investments investigates the opportunities available in Asian real estate markets and offers guidance as to where investors might consider deploying assets.