Insights

Foresight

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Welcome to Foresight, a series of research articles centered around a common theme in real assets investment. Articles will focus on subjects, like infrastructure, logistics and residential real estate, and provide insights to help investors make informed investment decisions.

Our current theme is sustainability.

The investment world is changing rapidly. Sustainability can be a critical consideration in investment decisions. The articles in this series aim to explore the latest trends, opportunities and challenges of investing in sustainable real assets and provide valuable decision-useful information. New articles will be published every month.

Coming Up:

  • European Risk: Overlooking food, water and energy security risks may lead to mispricing and stranded assets (Part 1)
  • Renewables: Accelerating capital into renewables to lower portfolio macro sensitivity but interest rate risk remains 
  • European Risk: Overlooking food, water and energy security risks may lead to mispricing and stranded assets (Part 2)
  • Australia’s green office performance
  • Unearthing Vertical Farming: A novel form of food production and its role in portfolios of real assets