Latest commercial borrowers thinking
-
Finding a new equilibrium: What’s next for real estate debt?
24 Feb 2023
Gregor Bamert discusses what lies ahead for the sector in 2023.
-
Illiquidity premia in real assets: Q1 2023
23 Feb 2023
Our real assets research team crunch the data to see how rising inflation and interest rates are reflected in private market returns.
-
Pragmatism, policy and pace: An interview with Julie Hirigoyen
20 Feb 2023
The chief executive of the UK Green Building Council sets out her blueprint for a net-zero-aligned property and construction industry. Words by Miles Costello.
-
When equity becomes debt: The untapped potential of amortising-lease real estate
15 Feb 2023
Institutional investors seeking alternatives to bonds may find amortising leases a compelling option, writes Mark Wells.
-
Why London remains the ultimate city of the future: Assessing the prospects for London real estate in a post-Brexit, post-COVID world
30 Jan 2023
Brexit and the post-COVID shift in working patterns have changed the landscape of London real estate. But the city remains well-positioned as a key hub in the global knowledge economy, as Jonathan Bayfield, James Stevens and Ed Atterwill explain.
-
Why infrastructure investors better beat beta: End of cheap-money era brings risks and opportunities
25 Jan 2023
Benign macroeconomic conditions have boosted infrastructure investments over the past decade. But with higher interest rates, investors in the asset class will have to show they can create true value, says Darryl Murphy.
-
Resilience, renewables and rates: The prospects for infrastructure debt in 2023
12 Jan 2023
Infrastructure demonstrated characteristic resilience in 2022 in the face of significant headwinds. Sinéad Walshe and Florent del Picchia from our infrastructure debt team expect more of the same this year.
-
The (re)price is right – how long-term investors can capitalise on a turbulent time for real estate
11 Jan 2023
Despite the ongoing turbulence in commercial real estate, Daniel McHugh discusses why market repricing represents an opportunity for long-term investors.
-
From needs-based to service-based: How the property market is being transformed
27 Oct 2022
Property owners can no longer passively sit back and take steady rental income for granted. To build a successful real estate portfolio, a more active, customer-driven approach is required, explains Jonathan Bayfield.
Subscribe to AIQ
Receive our insights on the big themes influencing financial markets and the global economy, from interest rates and inflation to technology and environmental change.