Data centers, life sciences, logistics, and retail warehousing will likely benefit the most from AI adoption in the near- to intermediate-term. This is the conclusion of a recent analysis by Principal Asset Management.
“From smart buildings to warehouse robotics, AI has the potential to shift occupational demand and reshape the way properties are developed, operated, and valued,” explains Daniel Tomaselli, Manager, Global Research at Principal. According to Tomaselli, the implications of AI adoption are profound and far-reaching, with varying impacts across different real estate sectors. However, it will have its winners and losers.
Read the full insight here.
Read more
Global Trade
Trump ignites global trade war / Reactions
The USA itself will be the victim of Trump’s trade policy.
Private Debt
The case for private debt in real asset financing
What makes the combination of private debt and real assets particularly compelling in today’s market?
Schroders
Looking ahead: 30-year return forecasts
Higher returns are expected across asset classes, driven by stronger productivity growth for equities and elevated long-term central bank rate projections for bonds.
Quant Investing
AI and quantitative investing
Artificial intelligence applications go way beyond stock selection.
Bellevue Asset Management
Demographics and AI drive MedTech stocks
MedTech investment case: What makes it attractive, which trends stand out?
