Private Assets

Highlight

Markets

24JUN 2019

Investors have a second chance to avoid leveraged loan risks

Leveraged loans have bounced back from a difficult end to 2018, but numerous risks remain. Investors who haven’t already reconsidered their positioning have a rare second opportunity to do so.

Markets

19JUN 2019

2019

JUNE

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

Thought Leadership

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.

14MAY 2019

Thought Leadership

Sink or swim – how less liquid assets could buoy portfolio returns

With public equity markets trading close to all-time highs and low yields available from bonds, interest in private assets like infrastructure and private equity has risen.

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.