Sector 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.

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.

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.