Closing of Natixis Investment Managers’ acquisition of La Banque Postale’s interests in Ostrum AM and AEW Europe and extension of the industrial partnerships in asset management

  • May 16, 2022
2022 European Mid-Year Outlook : Dealing With Double Trouble

How can European real estate investors best deal with the double trouble from high inflation and slowing economic growth?

  • May 10, 2022
AEW – Rising Interest Rates and REITS – March 2022

How do REITS perform in a rising rate environment? The answer varies because different types of interest rates (Federal Funds, 10 year Treasury, Corporate Bond yield etc) have very different cycles.

  • May 9, 2022
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Real Estate: Social and Environmental Mega Trends Reshuffle the Deck

Experts from AEW and Natixis analyse the impact of secular trends including; urbanization, climate change, e-commerce, work from home etc. on real estate.

  • March 24, 2022
AEW - U.S. Economic & Property Market Perspective - Q4 2021

AEW’s quarterly market update and outlook on Real Estate in the US across segments (industrial and apartment property, retail, office…).

  • March 21, 2022
AEW - Asia Pacific - Market Perspective - Q4 2021

AEW’s market update and outlook on Real Estate in APAC, across countries and segments.

  • March 17, 2022
AEW Monthly Research Report – February 2022

Land take regulations to drive land prices, density & Brownfield developments up.

  • March 10, 2022
Real Estate in a More Fully Funded World

Today, as more investors find themselves fully, or at least more fully funded, commercial real estate offers another attribute that may be valuable in this new, and perhaps unexpected, environment.

  • March 2, 2022
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Time to Shift for Insurers: Investing in Private Assets (3/3)

In today’s low rate environment, insurers are allocating more and more to private assets.

  • December 16, 2021
AEW Research - The Residential Potential

Asia Pacific’s multifamily sector is set to expand and is piquing the interest of investors.

  • November 23, 2021
Real Estate: Why Diversification Is More Than A Buzzword

The pandemic has shown the value of a broad asset range and flexible allocation.

Green Infrastructure Takes Off Across Asia-Pacific

Proliferation of ESG-Friendly Infrastructure Debt Provides Unprecedented Diversification Opportunity for Investors.

AEW Monthly Research Report – October 2021

No Place Like Home: Defensive Residential Returns Attract Investors.

  • November 9, 2021
Moving On and Beyond: Asia Pacific

Update on real estate markets and where they are going.

  • November 1, 2021
Greater Seoul Logistics – A Year in Review

Over the past year, e-commerce firms have expanded their physical presence rapidly, which has led to record high levels of demand for modern logistics space.

  • October 14, 2021
AEW Monthly Research Report – September 2021

Most recent data suggests lenders “risk-off” attitude.

  • October 13, 2021
Cold Storage – Crucial Property Infrastructure

COVID-19 has heightened both the demand for refrigerated space as well as the awareness of the critical role it plays in society broadly.

  • October 6, 2021
How Proptech Could Revolutionise Real Estate

How innovations in real estate are preparing us for the post-Covid city.

  • September 15, 2021
Solving The Private Markets Conundrum for UK DC

DC members and smaller DB schemes get long-awaited access to illiquid assets.

Three Considerations For Insurers Weighing an EM Corporate Debt Allocation

Are insurers making a mistake when it comes to their paltry allocation to emerging market (EM) Corporate Debt? Loomis Sayles thinks so.

  • August 27, 2021
Climate-Informed Real Estate Returns in Europe

How much will climate change impact European Real Estate returns?

  • July 14, 2021
AEW Research: Asia Pacific

The segment looks at the inherent features of the Seoul office market that led to this result, the attractive fundamentals and key opportunities, and what we might expect to see going forward.

  • June 16, 2021
AEW Research: Essential Housing

The segment of the rental housing market that is affordable to households with low to moderate household incomes.

  • June 16, 2021
AEW Research: US Economic & Property Market Perspective Q1 2021

America on the Verge of Returning – making strong progress overall in the vaccine rollout.

  • June 15, 2021
AEW Research: Asia Pacific Market Perspective Q1 2021

Markets are expected to see a more widescale recovery to begin in the coming months as mass vaccinations continue and business confidence improves.

  • June 15, 2021
Investor Portfolio Alignment with the Paris Agreement: a Multi-Sector, Multi-Asset Class Approach

S&P Trucost and Natixis IM Solutions detail the extension of the 2°C alignment assessment methodology to private and illiquid asset classes in order to obtain consistent multi-sector, multi-asset class analyses.

AEW Monthly Research Report – May 2021

Will Logistics Continue To Be The Favourite Asset Class For Real Estate Investors?

  • May 26, 2021
AEW Monthly Research Report

Strong resilience for regional European offices

  • May 17, 2021
AEW Mid-Year 2021 Outlook

Covid-19 negatively impacted 2020 European growth to various degrees. Regardless of its precise speed, the 2021-22 recovery is expected to be solid. But, this strength is also raising concerns on inflation.

  • May 4, 2021
2021 Preqin Global Real Estate Report: Future-Proofing Core Real Estate

The pandemic has highlighted the rising importance of anticipating socioeconomic megatrends for fund managers to stay ahead.

  • March 9, 2021
Next-Generation Real Estate

Rapid evolution in sustainable buildings raises the bar for property investors.

Future-Proofing Core Real Estate

The pandemic highlights the need to follow socioeconomic mega-trends.

Real Estate Debt Helps Investors Ride out Crisis

Senior secured loans bring some certainty to an uncertain world.

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COVID-19 Impact on Real Estate: A Global View from AEW

What COVID-19 has changed in the Real Estate Sector in Asia, in Europe and in the US.

  • August 3, 2020
Why Has Making an Impact Been Made so Hard?

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.

COVID-19: What is the impact on Commercial Real Estate Debt in Europe?

Ostrum Private Debt Real Assets team looks into the impacts of the Covid-19 crisis on the real estate debt.

  • May 5, 2020
AEW – Managing & Pricing Climate Risk

As real estate contributes to 36% of greenhouse gas emissions globally, a deep understanding of climate change related risks for the commercial real estate sector is starting to develop. Climate change risks include both direct physical and indirect transitional risks.

  • March 12, 2020
European 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?

  • October 10, 2019
What Growth Are We Seeing in Private Debt and Real Assets?

Clear Path Analysis sits down with Denis Prouteau, CIO of Private Debt & Real Assets at Ostrum AM, to talk about the prospects of real assets, infrastructure and private debt going forward.

  • August 27, 2019
Factor Investing in European Offices

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.

  • July 17, 2019
The Five Myths of “Illiquids”

How UK Defined Contribution (“DC”) schemes can overcome the misconceptions that stop them offering investments with superior risk-return potential.

Real Estate Debt is the Real Deal

Why economic uncertainty need not deter investors from real estate, explain Arnaud Heck and Cyril Hoyaux in a Q&A.

Real Assets: Invest In What You Want, How You Want

Creating bespoke portfolios through alignment of bank and asset management capabilities

European Office Review

Limited new supply drives rental growth.

  • October 11, 2018
French Residential Market Offers Opportunities in Paris and Beyond

European Research Monthly Update

  • August 25, 2018
Future-Proofing European Retail

Innovate to meet the e-commerce challenge.

  • June 21, 2018
A Special Theory of Relativity

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.

  • June 6, 2018
European Relative Value Index

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.

  • June 3, 2018
US Real Estate Quarterly

AEW US Q4 2017 Real Estate Market Outlook

  • February 5, 2018
2018 European Property 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.

Real Asset Debt: A Substitute for Bonds?

Collateralised assets benefit insurers under Solvency II.

European Real Estate Quarterly

AEW Europe Q2 2017 Real Estate Market Outlook

  • July 1, 2017
European Real Estate Quarterly

AEW Europe Q1 2017 Real Estate Market Outlook

  • April 24, 2017
It's Time for Real Assets

Private debt can be a lower-risk, higher-yielding alternative to traditional bonds.

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Real Estate, Infrastructure, Aircraft

Institutional investors are increasingly attracted by real asset private debt.

Alternative Strategies May Add Value to Institutional Portfolios

Including alternatives strategies in a portfolio can help to improve performance whilst reducing risk.

  • April 15, 2016
Real Estate Debt

An alternative to conventional fixed income investments.