Real assets (57)

Where next for the European rooftop solar market?
Real assets

Where next for the European rooftop solar market?

Despite macro headwinds, we see significant growth potential - but how transferable is the Americ...

By Marija SimpragaYilin Wang

07 Dec 2023

4 min read

Assessing risk and reward – The REIT blend in real estate
Investment strategy

Assessing risk and reward – The REIT blend in real estate

We analyse the impact on returns and volatility that comes from including an allocation to global...
By Bill PageJonathan Leclercq
01 Dec 2023
5 min read
Real assets: AI in the real world
Matt Soffair
ESG and long-term themes

Real assets: AI in the real world

The data volumes and computing power required for AI are likely to boost the prospects for data...
By Matt Soffair
24 Oct 2023
3 min read
Podcast: How could UK real estate perform after repricing?
LGIM
Real assets

Podcast: How could UK real estate perform after repricing?

We sit down with Bill Page, Head of Real Estate Research at LGIM Real Assets, to discuss the...
By LGIM
19 Oct 2023
1 min read
Nothing short of smart? Short-term alternative finance in DC investing
Investment strategy

Nothing short of smart? Short-term alternative finance in DC investing

What is short-term alternative finance, and can it help improve member outcomes? We investigate...

By Jonathan Peppiatt

29 Aug 2023

3 min read

China’s housing overhang casts a long shadow
Erik Lueth
Markets and economics

China’s housing overhang casts a long shadow

We believe speculation in China's housing market jeopardises GDP growth expectations and could...
By Erik Lueth
10 Jul 2023
3 min read
The Day After Tomorrow: Private Credit and ESG – Chapter 1: Net Zero
Stuart Hitchcock PhD MBA
ESG and long-term themes

The Day After Tomorrow: Private Credit and ESG – Chapter 1: Net Zero

In the fourth blog in our popular private credit series, we have a first blog in a new mini serie...
By Stuart Hitchcock PhD MBA
03 Jul 2023
5 min read
Podcast: Real assets reset – the CIO call
LGIM
Markets and economics

Podcast: Real assets reset – the CIO call

In this month's call, Sonja Laud, LGIM's Chief Investment Officer, outlines the next focus areas...
By LGIM
02 Jun 2023
1 min read