22 insights found

Real assets

02 October 2019

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 omni-channel retail.

Real assets

21 July 2019

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

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.