The purpose of AXA IM - Real Assets' research is to support product innovation and investment decisions through independent proprietary analysis on a wide range of issues that affect the global real assets market.

Our researchers provide applicable investment ideas, combining a global perspective with a detailed understanding of individual markets, leveraging on-the-ground intelligence derived from AXA IM - Real Assets' local professionals.

72 insights found

Real assets

Curlow's convictions: Structural impact of COVID-19 on the office sector

Office space is constantly evolving in order to adapt to changes in the behaviour of its users and incorporate their needs.

Real assets

Curlow's Convictions: COVID-19 update

Uncertainty and volatility continue to reign, but data anecdotes begin to emerge

Real assets

Curlow’s Convictions: potential COVID-19 impact on real assets

Potential COVID-19 impact on real assets

Real assets

Video Insight - PRS: resilient income underpinned by demographics and urbanisation

In our new video, we discuss the findings of our recent whitepaper focused on the Private Rented Sector

Real assets

Private Rented Sector: resilient income underpinned by demographics and urbanisation

Major cities are amongst the most prohibitively expensive places to live in the world and yet continued urbanisation is a trend that is expected to persist for the foreseeable future.

Real assets

Video Insight: Logistics

In our new video, we discuss the findings of our recent whitepaper 'Logistics: retailers' new front office' and the fundamental shift in the retailer model towards omnichannel platforms.

Real assets

Logistics: retailers’ new front office

The consumer has taken power in the retail industry which has put retailers on the backfoot and caused a structural rethink of the traditional business model. Omni-channel retail has emerged as the l ...

Real assets

Applying a 360-degree approach to property allocations

Applying a universal approach to property allocations can offer investors an opportunity to achieve superior risk-adjusted returns throughout the property occupancy cycle.

Real assets

Retail is not dead and regionally dominant shopping centres offer an attractive value play

The retail market is under pressure as it responds and adapts to the disruptive force of the internet on its traditional business model.