Real assets (26)

Ukraine conflict: a turning point for energy security?
Real assets

Ukraine conflict: a turning point for energy security?

In our recent post on the effects of the Ukraine conflict on real assets, we touched on the...

By Robin MartinRobert Waterhouse

25 Mar 2022

3 min read

Shifting the construction goalposts
Bill Page
Real assets

Shifting the construction goalposts

Rising prices, bottlenecks and environmental requirements are just some of the challenges faced b...
By Bill Page
24 Feb 2022
4 min read
What society needs now
Bill Hughes
Real assets

What society needs now

Having long-term capital to invest in what society needs right now has never been more important.
By Bill Hughes
05 Jan 2022
3 min read
COP26 and the outlook for sustainable buildings
Shuen Chan
ESG and long term themes

COP26 and the outlook for sustainable buildings

Climate change presents the investment opportunity of our generation. We have much to contribute,...
By Shuen Chan
22 Dec 2021
4 min read
Real assets: real returns?
Real assets

Real assets: real returns?

In this blog, we ask how private credit and real estate investments are likely to be affected by...

By Bill PageLushan Sun

01 Nov 2021

3 min read

Residential rents: holding the key to inflation protection?
Michael Adefuye
Real assets

Residential rents: holding the key to inflation protection?

With the threat of inflation rising, we outline how investors could look to protect a part of the...
By Michael Adefuye
29 Apr 2021
3 min read
UK commercial property: Coming ashore?
ESG and long term themes

UK commercial property: Coming ashore?

We look at the implications for UK commercial property in light of renewed calls for onshoring.  
By Oliver CooperBill Page
16 Mar 2021
3 min read
Cinemas: so much more than a room with a Vue
Matt Soffair
Real assets

Cinemas: so much more than a room with a Vue

Could new disruptors undermine the long-standing investment appeal of cinemas?
By Matt Soffair
12 Nov 2019
4 min read