Looking down on a line of rowing boats

Private Markets Insights

Video first slide

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.

private markets

The road ahead: 2025 private markets outlook

As we look ahead to 2025, the road for private markets investments presents both challenges and opportunities.

Aircraft landing

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.

Miami real estate

Demographic detail: How climate and population flows are impacting US real estate

How are demographic changes altering the picture for US real estate?

Deglobalisation globe

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 Capitol building

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.

Arc-modern-office glass

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.

less travelled

The road less travelled

The case for non-sponsored lending.

ARC-London-Office Buildings

Private markets mid-year outlook: Uncertainty, discipline and megatrends

Our investment thesis is based around four key themes: demographics, deglobalisation, digitalisation and decarbonisation.

Climate-Impact-Pledge 2024

Climate Impact Pledge: Moving the needle on net zero

Through our Climate Impact Pledge, we encourage companies to reduce climate change risks and transition to a net-zero economy.

Recommended content for you