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Private Markets Insights

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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.

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L&G and GMPF: Delivering more affordable housing

We believe long-term capital can address the UK’s affordable housing needs while potentially offering secure, inflation-linked returns to institutional investors.

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The road ahead: 2025 private markets outlook

As we look ahead to 2025, the road for private markets investments presents both challenges and opportunities.

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2025 global outlook: Touchdown?

Many of the themes that are likely to drive investor returns are, we believe, just as relevant to public markets as to their private counterparts.

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Demographic detail: How climate and population flows are impacting US real estate

How are demographic changes altering the picture for US real estate?

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Deglobalisation: Private markets in a more diverging world

While deglobalisation has the potential to create headwinds for economic growth, we believe it also could create potential opportunities in certain sectors of the private markets.

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US election: themes and implications

We take stock of the upcoming US election, focusing on the implications for investors across a range of asset classes.

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Real estate reset: The case for UK property

After screening as expensive for several years, UK real estate valuations now appear to offer fair value on a range of metrics.

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The road less travelled

The case for non-sponsored lending.

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

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

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