Insights

Data will tell you everything except what to do with it. That’s why we take a different approach. We see investment management through the eyes of investors, users and occupiers. Combining this unique perspective with extensive data, analytics and insight helps identify actionable trends that inform decisions and execution. Our vast research and robust analytics help identify opportunities for our clients with the goal of generating performance across the real assets spectrum. This is the new real assets reality.
2022
Global Vision

Re-examining real assets trends in a rapidly changing world
Explore the second edition of our Global Vision that takes a deeper look at structural factors impacting the real assets investment landscape.
Read MoreThe Real Assets Reality
- Article | Real Assets Reality
Credit Where Credit's Due - The Role of Real Estate Credit
April 1, 2022
Real estate debt is playing an increasingly important role in real assets portfolios with investors expanding from real estate equity into credit.
Macro Trends
- Article | Perspectives
Inflation Monitor: What is inflation and our latest Macro House View
April 26, 2022
In this paper, we will discuss drivers of today’s inflation, the expectations and potential risks, and inflationary indicators we watch to develop our House View.
- Article | Perspectives
U.S. Modern Logistics: record-breaking growth – will 2022 be another record year?
April 1, 2022
U.S. modern logistics had a record-breaking year in 2021. Demand, rental growth and investment activity all scaled new heights.
Investing for the Future
Sector Spotlight
- Article | Perspectives
U.S. Modern Logistics: record-breaking growth – will 2022 be another record year?
April 1, 2022
U.S. modern logistics had a record-breaking year in 2021. Demand, rental growth and investment activity all scaled new heights.
Infrastructure
- Article | Perspectives
The Case for Global Listed Infrastructure: Durable returns with durable growth
March 8, 2022
We explore the distinct investment characteristics that position the Listed Infrastructure asset class to create value for investors.
Credit
- Article | Perspectives
Core Real Estate: opportunities to enhance returns and lower risk
June 28, 2022
U.S. Core Real Estate investments continue to deliver consistent total returns with a stable income component, at a relatively low risk point.
- Article | Perspectives
The role of credit in transforming European real estate to meet future ESG standards
April 27, 2022
This article focuses on ESG, and specifically real estate’s need to rapidly reduce its environmental impact to contribute towards the raft of government net zer...
Listed
- Article | Perspectives
A Tactical Opportunity for a Strategic Allocation: REITs on sale for investors
August 1, 2022
As we review the real estate market, we find an unappreciated opportunity for investors. REITs are down in line with broad markets year to date, despite superio...
- Article | Perspectives
The Case for Global Listed Infrastructure: Durable returns with durable growth
March 8, 2022
We explore the distinct investment characteristics that position the Listed Infrastructure asset class to create value for investors.
Insights in Your Inbox
Sign up to access our latest real assets intelligence, from investment views to expert insights and reports.
Sign up to access our latest real assets intelligence, from investment views to expert insights and reports.
Sabina Reeves Global Chief Economist & Global Head of Real Assets Research
We make the real assets universe smaller by searching the full landscape then guiding our portfolio managers to the markets we believe offer the best relative value for our clients.

Meet Sabina Reeves

Experience, Scale and Reach
Our Team
30+
Dedicated fundamental and quantitative researchers
We apply data science in portfolio construction, risk management and trend analysis using proprietary models to inform our top-down insights that drive forecast and conviction calls.
Our Team
20+
Dedicated analytics and risk measurement specialists
We extract and analyze operational data from our assets and occupiers and use this bottom-up intelligence to identify short- and long-term real assets trends.
Our Reach
300+
Market-sector combinations analyzed
RARE is one of our proprietary top-down analysis tools that guides tactical market and sector selection as part of our risk-return framework.
Learn MoreInsights & Intelligence Team
Regional Thought Leadership

Multidimensional Approach
Our Information Advantage
We combine expansive research and robust analytics to identify opportunities and generate performance across the real assets spectrum.
Insights in Your Inbox
Sign up to access our latest real assets intelligence, from investment views to expert insights and reports.