20 insights found

Real assets

28 February 2019

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

30 January 2019

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.

Real assets

31 August 2017

Add Value and Diversification, through Value-Add

AXA IM - Real Assets believes the current real estate market is favourable for value-add strategies in Europe.

Real assets

28 July 2017

Switch renewable energy remains firmly on

Significant renewable energy investment needed to meet global climate change targets; Companies such as Google and Facebook are driving demand for energy from renewable sources; Renewable energy cost ...

Real assets

01 June 2017

European Residential Market

Structural demand and low volatility have attracted institutional investors to European residential markets. Local expertise is important, given a wide range of regulations and market dynamics. Large ...

Real assets

03 April 2017

Significant opportunities, down under

25 consecutive years of growth: services a major contributor – Australia is about far more than mining

Real assets

31 March 2017

US Real Estate remains a fertile hunting ground

US economy poised to continue expansion despite rising rates; Enhance investment returns through value-add opportunities; Alternative investments to provide counter-cyclical returns.

Real assets

01 March 2017

Data Centers: Essential infrastructure for digital lives

High-definition video to drive huge growth in data consumption; driverless cars and virtual reality long-term drivers; Cloud at the centre of data processing and delivery, as adoption increases and d ...

Real assets

01 January 2017

2017: Spotlight turns to the Euro Area

Political risks to remain throughout 2017. Offices and logistics the preferred sectors, with development an opportunity in key cities. Alternatives to act as portfolio diversifiers, with non-business ...