Real assets

Deglobalisation: Private markets in a more diverging world
Markets and economics

Deglobalisation: Private markets in a more diverging world

While deglobalisation has the potential to create headwinds for economic growth, we believe it al...

By Lushan Sun

08 Oct 2024

1 min read

Could LGPS investors help unlock the Northern Powerhouse?
Investment strategy

Could LGPS investors help unlock the Northern Powerhouse?

England's affordable housing crisis is sometimes framed as a predominantly London and the South...
By Michael AdefuyeJames Sparshott
05 Sep 2024
3 min read
Myth-busting: Private credit liquidity
Stuart Hitchcock PhD MBA
Investment strategy

Myth-busting: Private credit liquidity

In this blog, we've looked at one of the most topical - if not contentious - issues of the privat...
By Stuart Hitchcock PhD MBA
19 Aug 2024
4 min read
LGPS intelligence: Delivering financial and social value through affordable housing
Investment strategy

LGPS intelligence: Delivering financial and social value through affordable housing

With supply constrained and the demand for affordable accommodation looking set to remain robust,...
By James SparshottMichael Adefuye
22 Jul 2024
1 min read
The road less travelled
Investment strategy

The road less travelled

The case for non-sponsored lending.

By Lushan Sun

18 Jul 2024

1 min read

Private markets mid-year outlook: Uncertainty, discipline and megatrends
ESG and long-term themes

Private markets mid-year outlook: Uncertainty, discipline and megatrends

Our investment thesis is based around four key themes: demographics, deglobalisation,...
By Robin MartinBill PageMarija Simpraga
26 Jun 2024
3 min read
Beyond beds and sheds: Industrial real estate in a 4D world
Bill Page
ESG and long-term themes

Beyond beds and sheds: Industrial real estate in a 4D world

We expect industrials to outperform in the coming years, but could investors overlook new and...
By Bill Page
24 Jun 2024
3 min read
Near-term opportunities and long-term trends
Robin Martin
ESG and long-term themes

Near-term opportunities and long-term trends

After the correction, we assess those areas that we believe might benefit over the coming months ...
By Robin Martin
29 May 2024
3 min read