Insights

The UK Government has positioned housing development as a cornerstone of its economic growth strategy. Recognising that effective spatial planning is essential to unlocking new housing supply, it has taken decisive steps to implement policies that actively promote construction.

Learn more Making Space: The Case for Institutional Investment in Residential Land Planning

In August, investors welcomed a dovish-leaning message from Federal Reserve Chair Powel at his Jackson Hole appearance – where he pivoted his focus towards downward risks to the labor market versus upside risks to inflation.

Learn more Global Asset Allocation Team Market Update – September 2025

In July, a series of trade agreements between the United States and major trading partners were met with an optimistic response from investors.

Learn more Global Asset Allocation Team Market Update – August 2025

Following President Trump’s announcement on 2nd July, the United States has agreed to reduce tariffs on most Vietnamese exports to a level now estimated to be around 22% to 23%.

Learn more Vietnam Maintains Growth Momentum as US Tariff Risks Ease

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