Âé¶¹Ó³» Real Assets Special Reports – Page 23
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Special ReportsPrivate debt: Everyone wants to be a lender
Institutional investors have been piling into private debt, and real assets form an important part of the story. Rachel Fixsen reports
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Special ReportsPrivate debt: Infrastructure funds prospered through lockdown
Infrastructure debt funds have continued to grow despite the COVID-19 pandemic. Jennifer Bollen reports
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Special ReportsInvestment: Private debt
Private debt has been increasingly sought after by pension funds and other institutional investors and the arguments for including real estate and infrastructure in private-debt allocations appear to be strong. In this report, we analyse why institutional investors are increasing allocation to real assets private debt. We also look at current opportunities in US real estate debt, and find out why infrastructure debt funds have continued to grow despite the pandemic.
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Special ReportsHydrogen: A new store of value?
It promises to help decarbonise economies, alongside electrification and biofuels. Should institutions be investing in hydrogen? René Lavanchy reports
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Special ReportsGRESB: The class of 2020
Over the past 10 years, GRESB has become an integral part of investor due diligence and investment-manager reporting. In 2020, further participation in the GRESB Real Estate Benchmark caused coverage to grow by 22%, taking in 1,229 portfolios encompassing more than US$4.8trn (€4trn) in assets under management. Meanwhile, the GRESB Infrastructure Fund Assessment, launched five years ago, has been playing catch-up. In this report, we shine a light on some of the leading participants in both real estate and infrastructure assessments.
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Special ReportsNet zero: Real assets at the heart of investor efforts to decarbonise
Pension funds have set their sights on achieving net zero and real assets are central to their efforts. Rachel Fixsen reports
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Special ReportsNet zero: Building down to zero
The real estate industry knows it needs to slash emissions. But it is a tall order for the fund management industry. Vanessa Drucker reports
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Special ReportsNet zero: Dial it down
With the postponed UN climate-change conference COP26 due at the end of 2021 and the rejoining of the Paris agreement by the world’s largest economy, the signs are that significant progress could be made to start decarbonising the global economy. The built environment contributes close to 40% of emissions, and so institutional investors, which own much of it, have a big role to play. In this report, we look at the emergence of net-zero targets among investors, fund managers and governments.
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Special ReportsNet zero: Do government targets spell opportunity for investors in renewables?
With governments setting net-zero targets, there is an opportunity for investors to ramp up investments in renewables. Elisabeth Jeffries investigates
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Special ReportsSocial impact
The COVID-19 pandemic has accelerated the trend for impact investing in real estate, most notably in the area of social and affordable housing. In the UK, a growing number of funds have attracted pension-fund capital. While some of the scale and track record required by institutions was not available in the past, the slate of new initiatives shows just how much appetite there is. In this report, we also take a look at how impact investing is picking up momentum in the US and Australia, with investors playing a role in tackling affordability issues.
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Special ReportsTop 150 REIM: Any room in the warehouse?
The Top 150 manage more than €4trn in assets, and the fastest growing sector is logistics. Richard Lowe reports
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Special ReportsAircraft leasing: Performance headwinds
Returns from aircraft leasing are expected to drop as rent deferrals, asset re-pricing and obsolescence bite. However, the sector is holding up for now, writes Razak Musah Baba
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Special ReportsAirlines: Surviving the long haul
Airlines have been hit even harder than airports, and have needed propping up. But, asks Florence Chong, for how long?
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Special ReportsAirport infrastructure: Poor visibility
Airports have been hit hard, and institutional owners privately admit they cannot see a recovery on the horizon. Florence Chong reports
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Special ReportsHotels Asia-Pacific: Open for bookings
Hotels in Asia-Pacific have recovered quicker than their European and American counterparts. Florence Chong reports
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Special ReportsHotels US: Not time to check out
Operators are striving to innovate and survive the pandemic, while hotel owners will come under increasing pressure to service debt. Vanessa Drucker reports
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Special ReportsHotels Europe: Closer to home
Hotels in ‘drive-to’ domestic markets have fared better than city destinations that are reliant on international visitors. Vanessa Drucker reports
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Special ReportsTravel & Tourism: End of an era
COVID-19 has brought the golden age of international travel crashing down. Will it ever recover? Florence Chong reports
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Special ReportsTop 100 Infrastructure Investors 2020
The Âé¶¹Ó³» Real Assets top 100 ranking of some of the world’s largest infrastructure investors has captured more than $467bn (€388bn) in infrastructure assets held by pension funds, sovereign-wealth funds, insurers and other institutional capital owners


