Private Assets

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.

08MAY 2019

Markets

London takes second place in Schroders Global Cities 30 index despite Brexit uncertainty

Since 2016, the UK’s capital city has risen from eighth to second in the rankings driven by positive employment conditions feeding income growth.

MARCH

18MAR 2019

Markets

Inescapable investment truths for the decade ahead

Our inescapable truths are the economic forces and disruptive forces we think will shape the investment landscape over the years to come.

FEBRUARY

28FEB 2019

Markets

Infrastructure debt: why ESG is more than just a marketing term

Many investors are jumping on the ESG (Environmental, Social and Governance) bandwagon but who is really committed to backing up these values through credit analysis?

27FEB 2019

Markets

This is why UK house prices might be sturdier than you think

Brexit uncertainty appears to have hit sentiment for UK property, but while certain sentiment indices have led to gloomy headlines, actual home price results have been much better.

21FEB 2019

Markets

Why the Fourth Industrial Revolution may create beach hotspots for investors

With data becoming increasingly critical to our digital economy, Global Cities' Ben Forster explains why beachfront real estate is now hot property.

08FEB 2019

Markets

Yin and yang: how private assets and derivatives can work together

Data suggests that many institutions would benefit from higher allocations to private assets, but that liquidity constraints often limit their use. We discuss how the use of derivatives can help address the liquidity concerns.

2018

DECEMBER

19DEC 2018

Markets

Why 2019 might be a better year for investors

After the disappointment of 2018, Chief Executive Peter Harrison rounds up the factors our fund managers think could lead to a brighter year ahead.

17DEC 2018

Markets

Outlook 2019: Securitised credit and asset-based lending

The securitised sector offers respite from overcrowded corporate credit markets and inefficiencies continue to create opportunities.

11DEC 2018

Markets

Outlook 2019: Global cities

Global cities look set to benefit from a technological revolution in 2019 as investors place a higher value on knowledge than manufacturing.