Real assets

2024 private credit outlook: A question of balance
Real assets

2024 private credit outlook: A question of balance

While debt yields are high in a historic context, we believe investors should keep a strategic ey...

By Lushan Sun

24 Jan 2024

1 min read

UK real estate: Performance after repricing
Bill Page
Real assets

UK real estate: Performance after repricing

Could the UK be closer to the end of this process than other countries?
By Bill Page
08 Jan 2024
1 min read
Brave new world
Robin Martin
Real assets

Brave new world

Higher rates may be supportive of debt returns, but debt servicing could become an issue.
By Robin Martin
05 Jan 2024
3 min read
Where next for the European rooftop solar market?
Real assets

Where next for the European rooftop solar market?

Despite macro headwinds, we see significant growth potential - but how transferable is the Americ...
By Marija SimpragaYilin Wang
07 Dec 2023
4 min read
Ukraine conflict: a turning point for energy security?
Real assets

Ukraine conflict: a turning point for energy security?

In our recent post on the effects of the Ukraine conflict on real assets, we touched on the...

By Robin Martin

25 Mar 2022

3 min read

Ukraine conflict: UK real estate impacts
Robin Martin
Real assets

Ukraine conflict: UK real estate impacts

In our latest blog on the conflict in Ukraine, we examine the immediate effect on the UK...
By Robin Martin
03 Mar 2022
3 min read
Shifting the construction goalposts
Bill Page
Real assets

Shifting the construction goalposts

Rising prices, bottlenecks and environmental requirements are just some of the challenges faced b...
By Bill Page
24 Feb 2022
4 min read
What society needs now
Bill Hughes
Real assets

What society needs now

Having long-term capital to invest in what society needs right now has never been more important.
By Bill Hughes
05 Jan 2022
3 min read