I am a Professional investor BE, English About Responsibility Capabilities Views Contact Search English Views AIQ: Investment Thinking Disclosures, trade-offs and green premia The future of sustainability in real assets READ MORE Latest real assets thinking The long decline: Why trend economic growth is set to go on falling 12 NOV 2021 Trend rates of economic growth, which have been on the decline for decades in the world’s leading economies, look set to fall further. That will have big implications for governments, companies, households and investors, argues Stewart Robertson. Read more An investor’s perspective on the UK’s Net Zero Strategy 28 OCT 2021 Darryl Murphy assesses the implications and opportunities for infrastructure investors. Read more Disclosures, trade-offs and green premia: The future of sustainability in real assets 7 OCT 2021 The path to a sustainable future for private markets is full of opportunity but also complexity, as Laurence Monnier and Ed Dixon explain. Read more How to build an office: Post-pandemic 13 AUG 2021 Watch our video to find out how offices can provide a powerful tool in boosting productivity, and attracting and retaining the best talent. Read more COVID and beyond: Why the greenfield data infrastructure boom is set to continue 28 JUL 2021 The global pandemic may have accelerated demand for data infrastructure, but the underlying drivers behind the growth of data centre markets go far beyond short-term factors, explains Laurence Monnier. Read more Measuring the mythical: Quantifying the green premium in real estate 21 JUL 2021 The green premium is an elusive concept. Laurence Monnier reviews the academic literature and crunches some numbers to try and quantify the extra pricing power afforded by more sustainable commercial properties. Read more How to assess social value: Guidance from Hatch 29 JUN 2021 Asset managers of many different hues claim they are thinking harder about their social role: the ‘S’ in ESG. But evaluating social value generated from investment decisions is not straightforward, as consultant Dr Kelly Watson from Hatch explains. Read more From social wash to social value 29 JUN 2021 The inequalities highlighted by COVID-19 have led to much soul searching, including among investors on whether they are doing enough to address the issues of the day. Ed Dixon, Aviva Investors’ head of ESG - real assets, contemplates how investors in tangible assets can put capital to work to drive change. Read more The Blitz, agglomeration economies, and a giant supply-side real estate experiment 21 JUN 2021 The tragedy and destruction caused by the Blitz created an unintended natural experiment in urban redevelopment. Chris Urwin reflects on what this can teach us anything about agglomeration economies and the resilience of cities. Read more Rating game: Getting the measure of infrastructure equity risk 17 JUN 2021 Unlike liquid markets and real estate, a lack of publicly available data has made assessing risk more challenging for infrastructure equity assets. Laurence Monnier considers the options for investors looking to complement qualitative assessments with quantitative rigour. Read more Systems rationality: Post-lockdown commuting, herding and real estate debt lessons 15 JUN 2021 Herd-like lending behaviour is counter-productive and exacerbates real estate risks. Gregor Bamert argues a wider range of capital sources and investment approaches may help combat this in future. Read more Pressure points: The investment challenges facing insurers 5 MAY 2021 Low interest rates, regulation and ESG risks are not new considerations for insurers’ investment strategies. However, the long-term fallout from COVID-19 is adding a layer of complexity they will need to adjust to. Read more 1 2 3 4 5 6 7 8 Displaying 1 - 12 of 92 results Show 12 AIQ Investment Thinking Get our perspective on key themes influencing investment markets globally. Read more House View A quarterly publication which encapsulates the thinking of our investment team. Read more On this site About us Contact us Views Investment capabilities Equities Fixed income Multi-asset & multi-strategy Real assets Investment resources Fund centre Regulatory Other links Aviva Aviva Ventures Careers LinkedIn Follow us on Twitter Legal & Regulatory Privacy notice Accessibility Cookie notice Manage cookies © 2021 Aviva Investors Cookies At Aviva Investors we use cookies to ensure that our website works properly. We can also use cookies to improve and personalise your experience, understand how you use our website and for our advertising purposes. You can agree to all cookies by clicking on ‘Accept All Cookies’ or choose which cookies you want to agree to by clicking on ‘Manage Cookie Settings’. You can change these settings at any time. For more information about the cookies on our website and how we use them please see ourCookie Notice MANAGE COOKIE SETTINGS ACCEPT ALL COOKIES