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L&G and GMPF: Delivering more affordable housing
We believe long-term capital can address the UK’s affordable housing needs while potentially offering secure, inflation-linked returns to institutional investors.
The road ahead: 2025 private markets outlook
As we look ahead to 2025, the road for private markets investments presents both challenges and opportunities.
2025 global outlook: Touchdown?
Many of the themes that are likely to drive investor returns are, we believe, just as relevant to public markets as to their private counterparts.
Demographic detail: How climate and population flows are impacting US real estate
How are demographic changes altering the picture for US real estate?
Deglobalisation: Private markets in a more diverging world
While deglobalisation has the potential to create headwinds for economic growth, we believe it also could create potential opportunities in certain sectors of the private markets.
US election: themes and implications
We take stock of the upcoming US election, focusing on the implications for investors across a range of asset classes.
Real estate reset: The case for UK property
After screening as expensive for several years, UK real estate valuations now appear to offer fair value on a range of metrics.
The road less travelled
The case for non-sponsored lending.
Private markets mid-year outlook: Uncertainty, discipline and megatrends
Our investment thesis is based around four key themes: demographics, deglobalisation, digitalisation and decarbonisation.
Private markets mid-year outlook: Uncertainty, discipline and megatrends
Our investment thesis is based around four key themes: demographics, deglobalisation, digitalisation and decarbonisation.
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