Infrastructure debt

Better market mechanisms and grid connection arrangements are essential to restore a stable investment environment in the offshore wind sector, as Nick Molho explains.

Our real assets research team crunch the data to see how evolving macro conditions are reflected in private market returns.

Although the consideration of biodiversity risks remains limited for most assets so far, their longer-term impact is undeniable and needs to be considered when funding real estate.

A broad-based recovery in UK and European real estate looks unlikely in 2023, but discerning investors can still find value, say Imogen Ebbs and George Fraser-Harding.

James Tarry and Luke Layfield from our multi-asset real assets portfolio management team discuss the outlook for real estate and infrastructure and how shifts in UK climate policy may affect the push for net zero.

Renos Booth, Isabel Gossling and Kris McPhail from our real estate long income team discuss the importance of selectivity to uncover opportunities and how new buyers can fill the void left by DB pension schemes.

Our real assets research team drill into proprietary data to compare risk and return across sectors, drawing out those showing most relative value.

Private infrastructure debt still offers a broad spectrum of opportunities, but investors face complex challenges. In this Q&A, our infrastructure debt team contemplate the current state of the market and where it goes from here.

Rapid changes in the global economy could tip some sectors into low-carbon phases faster than incumbents expect, with important investment implications.

In this article, we look at the strong fundamentals of this emerging asset class, as well as the opportunities and challenges for investors.

Methane is the second most important gas contributor to climate change after carbon dioxide, but its warming potential is many times greater. Mikhaila Crosby explains why addressing emissions is a key priority.

The higher rates regime is testing borrowers everywhere. Gregor Bamert considers the implications for real estate debt.

As the transition away from petrol-powered cars to electric vehicles accelerates, demand for charging points is rising. We explore the implications for investors in real assets.

Ewan Macaulay outlines why private debt markets in real assets offer compelling relative-value opportunities, despite macroeconomic uncertainty.

What role could private assets play in UK defined-contribution pension schemes, where decision-makers are searching for returns and diversification? Heather Brown from our UK pensions team consults a panel of specialists.

Ben Sanderson explains why polarisation in real estate investment performance is only going to increase from here.