Skip to main content
1. Private Markets
2. Private Markets Insights
Looking down on a line of rowing boats

Private Markets Insights

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.
Aircraft landing
Private Markets,  Market Cycle,  Politics

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.
2 min read
by Sonja Laud & Bill Hughes
Deglobalisation globe

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.
1 min read
by Lushan Sun
US Capitol building

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.
4 min read
by Sonja Laud
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.
3 min read
by Robin Martin , Bill Page & Marija Simpraga
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.
3 min read
by Robin Martin , Bill Page & Marija Simpraga
Climate-Impact-Pledge 2024

Climate Impact Pledge: Moving the needle on net zero

Through our Climate Impact Pledge, we encourage companies to reduce climate change risks and transition to a net-zero economy.
4 min read
by Stephen Beer , Cristy Rodriguez & Anna Hirai
Industrial construction
Technology

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 growing segments?
3 min read
by Bill Page
Fed CIO

Rates, politics and asymmetric opportunities

When we started planning this publication back in March, markets were still pricing in a significant amount of policy easing from the US Federal Reserve (Fed), the world’s most important central bank.
3 min read
by Sonja Laud
pc netzero

How private credit can drive the net zero transition

The sheer magnitude of capital requirements for the net zero transition represents a historic opportunity for private credit investors.
1 min read
by Lushan Sun

Recommended content for you