Latest private markets thinking
-
The (re)price is right – how long-term investors can capitalise on a turbulent time for real estate
11 Jan 2023
Despite the ongoing turbulence in commercial real estate, Daniel McHugh discusses why market repricing represents an opportunity for long-term investors.
-
From needs-based to service-based: How the property market is being transformed
27 Oct 2022
Property owners can no longer passively sit back and take steady rental income for granted. To build a successful real estate portfolio, a more active, customer-driven approach is required, explains Jonathan Bayfield.
-
Off balance and out of step
16 Mar 2022
Daniel McHugh explains why real estate strategies need to change with the times.
-
Real assets: An alternative way to hedge inflation risk
3 Feb 2022
As inflation soars to levels not seen in years, the costs of hedging against it via traditional liquid market securities are becoming prohibitively expensive. Real assets might offer institutional investors a better option, argues Luke Layfield.
-
The time for action is now: Incorporating carbon into private markets
13 Jan 2022
Our real assets research analysts explore the whys and wherefores of understanding and managing the carbon footprint of their portfolios.
-
That déjà vu feeling: The outlook for UK infrastructure
6 Jan 2022
Darryl Murphy assesses the current state of the UK infrastructure market and the likely drivers of activity in 2022.
Discover our private markets capabilities
As one of Europe’s largest private markets investment managers, we have the scale to access the full depth and breadth of private markets.
Subscribe to AIQ
Receive our insights on the big themes influencing financial markets and the global economy, from interest rates and inflation to technology and environmental change.
