Real assets

After a period of radical change, how are UK offices performing compared with the rest of the world?
Real assets

After a period of radical change, how are UK offices performing compared with the rest of the world?

The post-Covid performance of the British office market has been between the extremes of the...

By Bill Page

11 Apr 2024

5 min read

Is supply or demand driving residential rents in the UK?
Michael Adefuye
Real assets

Is supply or demand driving residential rents in the UK?

Chronically low housebuilding is often blamed for soaring residential rents in the UK. Does the...
By Michael Adefuye
20 Mar 2024
3 min read
2024 private credit outlook: A question of balance
Lushan Sun
Real assets

2024 private credit outlook: A question of balance

While debt yields are high in a historic context, we believe investors should keep a strategic ey...
By Lushan Sun
24 Jan 2024
1 min read
What does bank retrenchment mean for private credit investors?
Lushan Sun
Real assets

What does bank retrenchment mean for private credit investors?

How cuts to bank lending could grow the asset class.
By Lushan Sun
17 Jan 2024
1 min read
Brave new world
Real assets

Brave new world

Higher rates may be supportive of debt returns, but debt servicing could become an issue.

By Robin Martin

05 Jan 2024

3 min read

Where next for the European rooftop solar market?
Real assets

Where next for the European rooftop solar market?

Despite macro headwinds, we see significant growth potential - but how transferable is the Americ...
By Marija SimpragaYilin Wang
07 Dec 2023
4 min read
Podcast: How could UK real estate perform after repricing?
LGIM
Real assets

Podcast: How could UK real estate perform after repricing?

We sit down with Bill Page, Head of Real Estate Research at LGIM Real Assets, to discuss the...
By LGIM
19 Oct 2023
1 min read
Ukraine conflict: a turning point for energy security?
Robin Martin
Real assets

Ukraine conflict: a turning point for energy security?

In our recent post on the effects of the Ukraine conflict on real assets, we touched on the...
By Robin Martin
25 Mar 2022
3 min read