Latest private markets thinking
-
Des res: Opportunities in rental housing for institutional investors
25 Jan 2024
Jonathan Bayfield examines the fundamentals of this asset class, as well as the opportunities and risks for real-estate investors.
-
Common ground: Earning a social licence to operate in real asset investing
18 Jan 2024
Successful real asset investing requires acceptance of asset managers’ practices and procedures from a variety of stakeholders. We explore what this means for managers, their clients and investment outcomes.
-
Plus ça change…The outlook for infrastructure debt in 2024
11 Jan 2024
Infrastructure demonstrated characteristic resilience in 2023 in the face of significant macroeconomic headwinds. Darryl Murphy from our infrastructure team explains why he expects current themes to persist in 2024.
-
Tech, trees and tailwinds: The outlook for climate transition real assets
9 Jan 2024
In this Q&A, James Tarry and Luke Layfield explore the themes shaping the landscape for real asset investors with a climate transition focus.
-
Changing course: Creating a stable investment framework for offshore wind
30 Nov 2023
Better market mechanisms and grid connection arrangements are essential to restore a stable investment environment in the offshore wind sector, as Nick Molho explains.
-
Illiquidity premia in real assets: Q3 2023
17 Nov 2023
Our real assets research team crunch the data to see how evolving macro conditions are reflected in private market returns.
-
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.
-
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.
-
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.
-
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.
-
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.
-
Breaking ground: Opportunities in life-sciences real estate
3 Aug 2023
In this article, we look at the strong fundamentals of this emerging asset class, as well as the opportunities and challenges for investors.
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.
