Focal point

Our take on the latest investment themes

View [Indian REITs are leveraged to country’s outsourcing potential] MCAIndianREITSAbstractb

Indian REITs are leveraged to country’s outsourcing potential

by Daniel Fitzgerald

Indian outsourcing leadership and its young, skilled work force, look attractive for ongoing commercial office demand. With a meaningful portion of commercial assets still held privately, we believe that the REIT opportunity set will continue to grow long-term as companies and governments look to recycle assets to fund new developments and projects.

3 February 2020
View [Megacities: a supersized opportunity ] MegacitiesText1

Megacities: a supersized opportunity

by Daniel Fitzgerald

Asia Pacific ex Japan is a population growth powerhouse, with the region home to some of the fastest growing countries and cities in the world. Over half of the world’s megacities will be in the region by 2030, and this represents a multi-decade opportunity for Real Asset investment.

5 December 2019
View [Real assets: Empowered by Asian energy demand] RealAssetAsiaEnergyDemandAbstract

Real assets: Empowered by Asian energy demand

by Daniel Fitzgerald

Continued high growth in energy demand in the Asia Pacific ex Japan region should bring opportunities for listed real asset utilities.

16 September 2019
View [The "Greenification" of China] ChinaGreenificationAbstract1

The "Greenification" of China

by Daniel Fitzgerald

As China continues to develop, environmental issues are increasingly front and centre in what is described in the country as a “war” against pollution.

5 June 2019
View [REITs in Asia - An exciting "Emerging" Asset Class] AsiaREITsAbstract1

REITs in Asia - An exciting "Emerging" Asset Class

by Daniel Fitzgerald

We see significant potential for real estate investment trusts (REIT’s) across the Asia Pacific. Whilst they have been largely a developed-market phenomenon so far, incremental growth is likely to come from the emerging Asia markets, and exciting new listings are imminent in the Philippines and India.

1 April 2019
View [Asia Pacific in the Pilot Seat for the Global Aviation Sector] AviationAbstract1

Asia Pacific in the Pilot Seat for the Global Aviation Sector

by Daniel Fitzgerald

Strong population growth and rising income levels in the Asia Pacific region are fuelling demand for the region’s airports. And more than half of new air passengers are expected to originate from the region over the next 20 years.

4 March 2019