91´«Ã½ÔÚÏß Analysis – Page 6
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Analysis
91´«Ã½ÔÚÏß March/April 2023: Follow the data
CapitaLand Investment recently established its first China data centre development fund, raising S$530m (€372m) and seeding the vehicle with two projects in Greater Beijing that are expected to be worth S$1bn when completed.
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Analysis
91´«Ã½ÔÚÏß January/February 2023: A natural progression
There is a growing sense that, as the institutional investment industry enters 2023, momentum is building in the world of natural capital, agriculture and forestry
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Analysis
US real estate: ‘pencils sharpened, not pencils down’
PGIM Real Estate is forecasting a US recession for 2023, but that is not a reason to avoid the market
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Analysis
Analysis: Is the UK’s net-zero review good news for infrastructure investors?
Institutional investment industry reacts to former energy minister Chris Skidmore’s proposals
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Analysis
Railpen refocuses residential investment strategy in wake of UK cladding crisis
Pension fund to ditch consumer-facing opportunities in favour of investments leased to corporate entities
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Analysis
Ivanhoé Cambridge’s co-living ambitions
Canadian investors has big plans for sector following Cohabs investment
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Analysis
A ‘watershed moment’ for real estate
The year 2022 will be looked back on as marking the end of a remarkable era for real estate
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Analysis
Analysis: Does the UK pose an opportunity for real estate debt funds?
Banks are retrenching from the market, so alternative lenders could fill the gap. Lauren Mills and Richard Lowe report
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Analysis: Renewables become riskier
What do rising energy prices and a cost-of-living crisis mean for energy infrastructure investors? Lauren Mills reports
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Analysis: Is now the time for opportunistic real estate investors?
Capital values are beginning to decline just as the cost of debt is going up
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Analysis: Australian super funds embrace A$10bn housing scheme
The Australian government is turning to super funds to help build more homes
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Analysis: Global real assets investors reassess China
Country’s real estate market is now becoming a ‘high-risk play’ for foreign institutional investors
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UK sets out sustainable fund labels that move beyond the EU’s SFDR
FCA’s proposals could be appropriate for real estate retrofit strategies
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UK real estate to see ‘across the board’ repricing and forced sales
Rapidly rising interest rates could push lenders to become ‘less forgiving’, experts warn
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Analysis
Solvency II reform – finally an end to Europe’s cognitive dissonance?
Europe should take note of the UK’s intentions to reform its post-Brexit insurance regulations, writes Barkha Mehmedagic
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Analysis
Analysis: Biden’s bill a boon for green infrastructure?
US President Joe Biden’s misleadingly titled Inflation Reduction Act could have big implications for real assets. Christopher Walker reports
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Analysis
91´«Ã½ÔÚÏß September/October 2022: Infrastructure faces its next test
Among other attributes, infrastructure has always been billed as an asset class that can provide a stabilising influence on portfolios at times of volatility, disconnected from the swings of the public markets and – in many cases – economic cycles. This selling point was tested during the pandemic. Putting to one side the disruption to transport assets, which have subsequently recovered, it largely passed.
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Analysis
IPE RA Conference: Infra investors need more data to hit net-zero targets
Data among four key risks for asset class during decarbonisation efforts, delegates hear
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Analysis
IPE RA Conference: Boost investment to escape energy crisis, IEA warns
Projects could be hampered by inflation, supply chain issues and a shortage of specialised labour
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Analysis
Analysis: Real estate investors pause and reassess global markets
Transactions volumes and return expectations fall as market enters ‘price discovery’ mode