Amsterdam, Wednesday 29 January 2020
|8:15 AM - 8:45 AM|
|8:45 AM - 8:50 AM|
|8:50 AM - 9:15 AM|
Demographic trends, technology and environmental issues are becoming new value drivers, as an expanding real assets investment landscape is presenting a widening range of risk and return opportunities. This session assesses these trends and themes, identifying areas of the market considered attractive today, exploring real examples of how real assets can help achieve investor goals while also mitigating climate risks.
|9:15 AM - 9:40 AM|
Global commercial real estate investments in the first nine months of 2019 increased over the same period last year, driven by America and Asia-Pacific. Cross-border activity gained greater traction especially in Asia-Pacific, with investors paying closer attention to core markets including Singapore, Australia and China. In what feels like an ever-extending late stage of the asset cycle, amid pressures of trade wars and growing global economic uncertainty, it is essential to make strategic manoeuvres, from stretching the investment time horizon, to using lower leverage and employing a hawk-eye focus on local property market conditions. The key themes and sectors for Asia-Pacific real estate in 2020 and beyond, including demystifying investment in China, will be discussed.
|9:40 AM - 9:55 AM|
|9:55 AM - 10:20 AM|
Where are institutional investors seeing opportunities in real assets today? What are their principal concerns and objectives? Sweco advises pension funds and insurance companies on their investments in real assets. With a particular focus on infrastructure, this session will provide insight into market and investor across the real assets markets.
|10:20 AM - 10:45 AM|
Urbanisation and demographic developments are pushing the market towards single-person households and are driving demand for work flexibility. Micro-living has long since ceased to be a fashion phenomenon and is a long-term, structural trend. Its importance to the housing market is increasing on a European and global basis. While investments in micro-living concepts were deemed a niche market a few years ago, today they have become an established asset class with defined characteristics. In Europe, micro-living markets have developed in Germany, France, Great Britain and the Netherlands, offering investors established market structures with numerous investment opportunities.
|10:45 AM - 11:10 AM|
Investing in the agricultural sector as part of an institutional or family-office portfolio.
What are the long-term drivers of supply and demand? Which parts of the agricultural sector are worth focusing on now? How can we create positive social and environmental impact through investing in the sector? Why does the sector provide such strong diversification benefits? How can you generate attractive returns as well as positive social and environmental impact?
|11:10 AM - 11:35 AM|