Despite regulatory changes relating to ESG and Impact Investing, Trustees are still none the wiser about how to account for climate change in their scheme’s SIPs.
Ostrum Private Debt Real Assets team looks into the impacts of the Covid-19 crisis on the real estate debt.
In this report, AEW shares initial analyses of loan-level data to allow answering the question: is commercial real estate debt priced efficiently for investors in European markets?
In this report, the factor investing approach is applied to close to 40 European office markets for the first time comparing it to traditional core and value add investment styles.
Why economic uncertainty need not deter investors from real estate, explain Arnaud Heck and Cyril Hoyaux in a Q&A.
2019 European annual outlook
Limited new supply drives rental growth.
European Research Monthly Update
Innovate to meet the e-commerce challenge.
If one is truly honest, one must admit that most asset markets across the globe appear expensive today, at least through the lens of historical valuation metrics.
As yields on European commercial real estate have tightened to record lows over the last two years, investors are fully justified to question whether direct real estate offers sufficiently attractive returns.
AEW US Q4 2017 Real Estate Market Outlook
Analyzing likely impacts of market changes and the state of debt markets in Europe, this report provides an overview of current conditions, highlighting strategies that have the potential to deliver outperformance.
Collateralised assets benefit insurers under Solvency II.
AEW Europe Q2 2017 Real Estate Market Outlook
AEW Europe Q1 2017 Real Estate Market Outlook
Insurers need innovative investment strategies in response to regulation and low yields.
Private debt can be a lower-risk, higher-yielding alternative to traditional bonds.
Transforming non-core assets into prime property requires skill and resources.
Post-referendum Q&A with AEW Research & Strategy.
An alternative to conventional fixed income investments.