Private Assets

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Markets

28AUG 2019

What are insurance-linked securities and how do they work?

A challenging environment for traditional asset classes means less correlated assets - like insurance-linked securities – are in higher demand. How do they work?

2019

JUNE

19JUN 2019

Markets

Are profits no longer required?

The number of loss-making US companies listing on the stock market is close to a record high. We ask two Schroders experts what this means for investors.

18JUN 2019

Watch/Listen

What to look for when investing in global cities

Hugo Machin, Fund Manager, Global Cities, explains what makes a successful global city investment and why London is so highly rated.

13JUN 2019

Markets

The battle of the bays: China’s urban ascent

In the "battle of the bays" featuring locations such as Tokyo, New York and San Francisco, our money is on China's Greater Bay Area becoming the pre-eminent economic region in the world.

10JUN 2019

Markets

What's the opportunity in retirement living?

We look at the investment case behind retirement living communities in the UK against a backdrop of low yields in global commercial real estate.

06JUN 2019

Markets

Checking out the value in owner-operated hotels

While yields have compressed in the wider hotel market, the European owner-operator segment still offers considerable value, not least because of this area’s attractive yield premium.

03JUN 2019

Markets

Why we see value in UK social supported housing

With yields in global commercial real estate at all time lows, investors are looking for areas that still offer value. We discuss the compelling opportunities in UK social supported housing.

MAY

24MAY 2019

Markets

An introduction to securitisation: a diverse opportunity set offering attractive excess return potential

Securitisation can be seen as highly technical, niche and (post-2008) perceived as risky, but its highly diverse range of opportunities can bring significant benefits to a portfolio.