Sector insights

Logistics Warehouse

UK Industrial: Positioning for the next phase of growth

Read our latest report on the evolving Industrial Real Estate landscape

by Bill Page & Matt Soffair

Quantum Computer

Private Markets, United Kingdom, Technology, Alternative investments

Investing in a quantum future: UK university technologies are aiming to lead the way

Our recent paper looks into the institutional investment opportunity in quantum computing and how UK university spin-outs are furthering innovation in this sector.

by Jong Sang Choi & Chloe Hall

Coastal footpath with the sea in the distance

A pathway to new opportunities: Sub-investment grade private debt for life insurers

Developed in partnership with Hymans, learn more about the investment landscape for UK life insurers post Solvency UK reforms and the potential financial advantages and the implications for insurers seeking to invest in environmental and social infrastructure, thereby driving long-term economic growth.

ARC-London-Office Buildings

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

Our investment thesis is based around four key themes: demographics, deglobalisation, digitalisation and decarbonisation.

by Robin Martin , Bill Page & Marija Simpraga

Racks and racks of computer servers

The future of private markets

The plates under the global economy are shifting. Advances in technology, population change, decarbonisation and geopolitical pressures are both catalysing new industries and rendering some assets obsolete.

City street at night

What does bank retrenchment mean for private credit investors?

How cuts to bank lending could grow the asset class

Ready for net zero

Ready for net zero?

With the UK government committed to net-zero carbon emissions by 2050, there’s a growing focus on the transition readiness of UK real estate sectors, and the implications for portfolios.

Father holding child in the air

The Rebuilding Britain Index Report (wave 6)

The most recent findings of the Rebuilding Britain Index report reveal that the current cost of living crisis presents a real danger of widening the existing inequalities found between, and within, different parts of the UK.

Build to Rent: Hedge appeal?

The needs-based occupier demand for housing, particularly in the UK, with its fundamental imbalance of demand and supply, allows for resilient and potentially growing occupier demand despite slowing UK growth.

Skateboarder outside a Yotel

UK hotel sector on track to recover in 2022

Last year was challenging for the UK hotel sector, albeit with some encouraging green shoots of recovery over the latter part of the year.