Real Assets and Today's Changing Markets

Explore the world of real estate, utilities, energy securities and more!

A growing number of allocators are considering the role of real assets in their portfolios as they look for novel ways to generate returns in a world still plagued by inflation, uncertain monetary policy, and geopolitical conflicts. Here, we present some of the most thought-provoking recent perspectives on global real asset markets, real estate, utilities, and energy.

GLOBAL REAL ASSETS MARKET

Real Assets in Focus: Are We Nearly There Yet? (MSCI)

The performance of real-estate funds focused on senior debt and whole loans has surpassed that of core real estate and more opportunistic equity strategies.

Liquid Real Assets: Pursuing Real Returns? (First Eagle Investments)

For compliance reasons, this paper is only accessible in certain geographies

An active approach to publicly traded real asset companies can allow investors to purchase stakes in these businesses when they trade at a discount to “intrinsic value”.

Real and Alternative Assets in Focus (Amundi)

For compliance reasons, this paper is NOT accessible in the United States

An in-depth report on real and alternative asset markets, touching on real estate, infrastructure, private equity, and more.

What Megatrends Will Define the Future of Real Assets? (LGIM)

For compliance reasons, this paper is NOT accessible in the United States and Canada

This engaging podcast offers allocators the opportunity to learn about the key megatrends that are shaping the world of real assets.

Revisiting the Case for Listed Real Assets (bfinance)

The “Listed Real Asset” term has only recently gained recognition, signifying REITs, listed infrastructure and other tradeable securities with exposure to “real assets”.

Will Falling Interest Rates Save APAC Real Assets? (CapitaLand)

For compliance reasons, this paper is only accessible in certain geographies

The macro backdrop for APAC real assets remains volatile, as markets continue navigating multiple crosscurrents of geopolitical disputes and shifting demographic dynamics.

GLOBAL REAL ESTATE MARKET

2024 Real Estate State of the Market Survey (DLA Piper)

The 2024 Annual State of the Market Survey revealed a measured sense of optimism about the U.S. commercial real estate market over the next 12 months.

What about U.S. Investor Real Estate Portfolios? (CEM Benchmarking Inc.)

For compliance reasons, this paper is only accessible in the United States

This study shows that institutional investors of sufficient size tend to outperform the market over long periods of time.

Regenerative Real Estate Investing (Manulife IM)

For compliance reasons, this paper is only accessible in certain geographies

When investors adopt an inclusive perspective on U.S. real estate, they may discover a return-seeking sustainable impact opportunity of massive proportions.

Real Estate 2024: Emerging from the Storm? (White & Case)

Data shows that there is growing optimism around the short-term and long-term outlook for the global real estate sector.

GLOBAL UTILITIES & ENERGY MARKET

PluggedIn: Power and Utilities Overview (KPMG)

Amid a cost-of-living crisis and the shift from fossil fuels to low-carbon alternatives, power and utilities face a seismic shift.

Power Play - Sizing up Transition Risk for Electric Utilities (Robeco)

As energy demand shifts toward more sustainable sources, it is increasingly critical for investors to understand how power utilities are adapting to a greener world.

Empowering Urban Energy Transitions: Smart Cities and Smart Grids (IEA)

The decarbonization of cities is a global priority, and local governments are instrumental in achieving national commitments and objectives.

The Energy Transition in the Western Balkans (WIWW)

For compliance reasons, this paper is only accessible in the UK & Europe

The Western Balkan countries, with the exception of Albania, generate most of their energy from lignite, which contributes to the highest levels of air pollution in Europe.