Infrastructure investments have been the traditional play during inflationary periods,  but is this time different? As volatility returns, interest rates rise and the risk of a recession increases, we’ll discuss whether or not infrastructure still plays the same role in institutional portfolios.

Dark clouds over China’s property market in the past year have obscured a brighter picture elsewhere in Asia. While inflation is a factor, capital dislocations are helping unlock discounted opportunities region-wide. Stable, developed markets hold the promise of strong risk-adjusted returns, and key sectors like digital infrastructure and renewables retain huge runways for growth. We explore the critical issues facing investors in the world’s most dynamic region.

The real estate sector has a great deal of potential ESG exposure – but what impact does ESG actually have on its valuations, and how should this sector deal with the energy transition in order to maintain its long-term earning potential? We’ll look at the results of a recent investor survey, focused on the ways investors incorporate ESG initiatives into their investment process, and how the search for sustainable alpha continues to evolve.

Farmland in the US is valued at over $3trn and many institutional investors have begun incorporating it into their investment portfolios. We’ll provide an educational overview of agriculture in the US, including investment methods, return dynamics and past investment performance, providing a complete introduction to investing in US farmland as an asset class.

New environmental regulations couldn’t come at a worse time for European commercial real estate owners. As much as 75% in the UK and 25% in Italy of office space may be slipping into obsolescence. There are reasons for optimism, however, and in an increasingly bifurcated market winners will emerge.