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Market views

private markets

The road ahead: 2025 private markets outlook

As we look ahead to 2025, the road for private markets investments presents both challenges and opportunities.
2 min read
by Robin Martin
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-modern-office glass

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.
2 min read
by Bill Page
less travelled

The road less travelled

The case for non-sponsored lending.
1 min read
by Lushan Sun
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
Rock stacks in a desert landscape

2024 private credit outlook: A question of balance

Private credit performed well in 2023, with low default rates and plenty of market activity. Will this continue into 2024?
Real_Assets_outlook

2024 Real Assets outlook: A brave new world?

In his annual outlook, Global Head of Investment Strategy & Research Rob Martin considers long-term performance as the combination of structural tailwinds and cyclical opportunities.
by Robin Martin
Polling station and tulips

CIO 2024 outlook: Skirting risks, harvesting yields

As inflation and growth dynamics vie with political risk for investor attention next year, we anticipate fresh volatility – and opportunity – in this higher-rate environment.