Latest private markets thinking
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Against the current: Seeking resilience in real estate equity
19 Oct. 2023
A broad-based recovery in UK and European real estate looks unlikely in 2023, but discerning investors can still find value, say Imogen Ebbs and George Fraser-Harding.
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As one door closes… How changes in long income are creating value opportunities
3 Oct. 2023
Renos Booth, Isabel Gossling and Kris McPhail from our real estate long income team discuss the importance of selectivity to uncover opportunities and how new buyers can fill the void left by DB pension schemes.
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Relative value in real assets: Q2 2023
14 Sep. 2023
Our real assets research team drill into proprietary data to compare risk and return across sectors, drawing out those showing most relative value.
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Deals delayed and crowded trades…But investors can still find value in infrastructure debt
4 Sep. 2023
Private infrastructure debt still offers a broad spectrum of opportunities, but investors face complex challenges. In this Q&A, our infrastructure debt team contemplate the current state of the market and where it goes from here.
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Tipping points and transformation: Getting on the right side of change
16 Aug. 2023
Rapid changes in the global economy could tip some sectors into low-carbon phases faster than incumbents expect, with important investment implications.
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Waiting games and funding gaps: A mixed picture for real estate debt
14 Jul. 2023
The higher rates regime is testing borrowers everywhere. Gregor Bamert considers the implications for real estate debt.
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Flex appeal: Could private debt investors be set for a once in a generation opportunity?
9 Jun. 2023
Ewan Macaulay outlines why private debt markets in real assets offer compelling relative-value opportunities, despite macroeconomic uncertainty.
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Can they, should they, will they? Is now the time for illiquid assets in DC?
31 May 2023
What role could private assets play in UK defined-contribution pension schemes, where decision-makers are searching for returns and diversification? Heather Brown from our UK pensions team consults a panel of specialists.
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When the tide goes out
26 May 2023
Ben Sanderson explains why polarisation in real estate investment performance is only going to increase from here.
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Why are we waiting? Time for UK infrastructure to pick up pace
22 May 2023
After a slow start to the year, Darryl Murphy ponders what it will take to get the UK infrastructure market moving again.
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Fragilities exposed as cheap money disappears
5 May 2023
Cracks have begun to emerge in the banking sector in recent weeks. As the tide of cheap money that has flooded financial markets for more than a decade ebbs, members of our investment teams are on the lookout for other signs of distress.
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Illiquidity premia in real assets: Q1 2023
23 Feb. 2023
Our real assets research team crunch the data to see how rising inflation and interest rates are reflected in private market returns.
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