Insights

Decarbonisation, digitisation and demographic change are transforming infrastructure into one of the most exciting asset classes.

Learn more Building the Future – The Case for Infrastructure in LGPS Portfolios

If I had to draw a line separating a ‘before’ and ‘after’ of UK real estate, it would be early in the 2010s. That feels recent for what is often described as the world’s oldest asset class, but back then the investable universe available to institutions was a slither by both scale and sophistication, to what it has now become.

Learn more Single-Family Housing is Leaving its Sandbox

Institutional capital’s drive to diversify away from traditional investment classes in favour of alternatives has set off a sprint in the living sectors, where domestic and international investors are competing for scale.

Learn more Growing Homes: Creating Additionality through Single-Family Housing

Learn more about private credit, an attractive and highly versatile asset class, in our latest white paper.

Learn more Private Credit Essentials: Key Insights and Strategies

Why investing in monikers like the ‘Magnificent 7’ for AI exposure will only end in tears

Learn more Unpacking the Puzzle of the ‘Magnificent 7’