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Real Estate Roundtable
Real estate investing can be an effective hedge against inflation, and subsectors allow pension plans to target exciting niches within the residential, commercial, and industrial markets. Six expert panelists discuss opportunities and risks within this important asset class.
High impact: The pursuit of outcomes
At its essence, impact investing is about delivering outcomes for people and the planet alongside financial outcomes. Investors can have a positive effect across all asset classes, although the nature of influence will vary. Investors are increasingly grappling with the pace of positive change already underway and starting to appreciate the role that real estate can play in accelerating their impact investing ambitions.
Green or bust: The future of real estate
Real estate investing used to be relatively simple - it was about price and yield. Now it’s on the frontline in the race to net zero. We will never hit our carbon net zero targets by 2050 with today’s buildings. They must change, and we have to change our investment approach alongside them. Those assets that aren’t changed soon will risk becoming obsolete and losing value.
Running down coal mines beats selling them
BHP Group’s decision to wind down its Mount Arthur coal mine rather than sell to a private buyer will shorten the mine’s operating lifespan and reduce overall expected carbon emissions. It underlines how a strategy of running down coal mines beats divestment for real world carbon impact.
Keeping the ESG revolution moving
In the heightened tensions of the current geopolitical environment, the debate around sustainable investing has intensified. On the ground, Fidelity International’s 2022 ESG Analyst Survey provides signs of how companies are making progress, but much more needs to be done.
Analyst Survey 2022: Reality bites for ESG
The overwhelming majority of Fidelity International analysts report a growing emphasis on environmental, social and governance (ESG) issues among the companies they cover. But as they focus more on ESG, companies are starting to realize the scale of the challenge ahead.
Webcast: Is the emerging markets thesis broken?
Emerging markets have historically presented strong opportunities to capture higher returns within its fast-growing regions. But with increasing challenges - growing geopolitical risks, a surge in commodity prices adding to already prevailing inflationary pressures and a slowdown in China - does the thesis for investing in emerging markets still hold true?