Real assets exist in a rapidly changing world. Not only has the pandemic forced society to re-evaluate its physical infrastructure needs, but the rise of sustainable investing also continues to pose greater demands for these assets. In this report, Pensions Expert interviews experts throughout the investment industry to gather their insights about the challenges and opportunities for real asset investment.

The world is in flux. Last year Covid-19 ran rampant and this year central banks and governments have been repairing their economies, while facing up to the planet’s environmental challenges, and nowhere is the future more uncertain than in emerging markets. In this report, Pensions Expert interviews experts throughout the investment industry to gather their insights into how the biggest macro themes are shaping emerging markets’ future.

With a new funding code imminent and many asset classes disrupted by the effects of the pandemic, the landscape of the defined benefit pensions market is changing. In this report, Pensions Expert explores the results in more depth, detailing how trustees are thinking about their endgame planning and their attitudes towards achieving self-sufficiency or an insurance buyout.

The pressure is growing on pension scheme trustees to understand and act upon the impacts of climate change on their investment portfolios. In this report, Pensions Expert explores what it means to embrace ‘net-zero’ carbon emissions, how real assets such as infrastructure and property can help schemes meet their climate goals, and how trustees can assess the varying standards of ESG data.