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.- Article | Foresight | Macro Trends
Re-evaluating the investment characteristics of unlisted renewable energy investments
May 19, 2023 20 Minute Read
In this second part of our series on renewables investing, we examine the stability and predictability of renewable energy investments, and how they compare to ...
- Article | Foresight | Macro Trends
European Risk: Impacts of food, water and energy climate-related risks on European real estate
April 23, 2023 25 Minute Read
Climate change risk, geopolitical confrontation, population growth and urbanization strain economic resources and create risks in real estate markets that require quantifying.
- Article | Foresight | Macro Trends
Policy support propels the case for renewable energy
April 7, 2023 10 Minute Read
Investors in renewable energy are steering through a sustainable energy transition amid a protracted energy crisis & an uncertain economic landscape.
- Article | Foresight | Macro Trends
How logistics facilities can accelerate decarbonization
March 27, 2023 15 Minute Read
We believe that modern logistics will overcome broader headwinds and can support the sustainability objectives of investors, tenants and lawmakers.
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