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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.
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.
Rates, politics and asymmetric opportunities
When we started planning this publication back in March, markets were still pricing in a significant amount of policy easing from the US Federal Reserve (Fed), the world’s most important central bank.
2024 private credit outlook: A question of balance
Private credit performed well in 2023, with low default rates and plenty of market activity. Will this continue into 2024?
2024 Real Assets outlook: A brave new world?
In his annual outlook, Global Head of Investment Strategy & Research Rob Martin considers long-term performance as the combination of structural tailwinds and cyclical opportunities.
CIO 2024 outlook: Skirting risks, harvesting yields
As inflation and growth dynamics vie with political risk for investor attention next year, we anticipate fresh volatility – and opportunity – in this higher-rate environment.
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