A tailored approach allows us to closely match investors’ objectives – from infrastructure and real estate, to bespoke structured finance deals and bilateral or club deals for corporate debt.
We have a clear focus on risk management, with strong risk controls through the use of assets as collateral and senior-debt exclusivity on private corporate debt. Our independent credit research team ensures robust governance and our investment process is disciplined and rigorous.
Strategies in focus
Bespoke deals including CLOs, aviation, trade finance, swap repacks and other structured assets with strong risk controls . These can help investors structure cash flows for needs such as matching-adjustment eligibility.
Private corporate debt
Exclusively senior private placements and bilateral loans, with strong covenants across a variety of profiles and maturities help improve overall risk-adjusted returns.
Real estate debt
Senior secured debt of varying maturities, fixed or floating rate, on commercial property such as offices, retail, or logistics. Clients benefit from regular cash flows and the added security of high-quality collateral.
Need more information?
For further information, please contact our investment sales team.
Real assets in focus
The case for private debt
8 Oct 2020
Private debt proved its worth to institutional investors during a sustained period of benign market conditions. But what does the outlook look like in an altogether more challenging environment?
Fibre broadband: The need for speed
9 Sep 2020
Lockdown measures imposed during the COVID-19 pandemic have highlighted the importance of digital connectivity. Tim Perry looks at the investment opportunities and challenges associated with European economies transitioning from copper to faster fibre broadband networks.
Defined Benefit pensions de-risking: A covenant and investment view
23 Jun 2020
In the midst of the COVID-19 shock, Felix Mantz from Lincoln Pensions and Joachim Sudre from Aviva Investors explore how defined benefit pension schemes should plan their journey towards an end game and adopt a more holistic approach to risk.
'Mastering the real estate cycle'
17 Apr 2020
The cyclicality of real estate creates opportunities for well-informed investors. However, determining where a market is in the cycle can be difficult, so we have developed a tool that can help investors overcome this challenge.
Urban regeneration: How a secure income strategy can help revive city centres
6 Jan 2020
Like other major cities, London scores highly across a range of economic metrics. But while London’s continued capacity for renewal and attracting investment is undeniably impressive, it is often in stark contrast to other UK cities. Chris Urwin, Luke Layfield and Stanley Kwong explain what can be done to make those cities more attractive, and the respective roles investors and the public sector should play in that process.
Explore our real assets range
Outcome-oriented solutions in real estate, through strategies that span the risk spectrum, from lower-risk options generating long-term income to more opportunistic investments.
Our deep market access allows us to source high-quality projects, delivered through a range of senior debt opportunities or via the acquisition of assets. We focus on stable, long-term income generation and efficient execution.
We finance bespoke structured finance and senior private corporate debt transactions, providing our investors with outcomes that meet their investment objectives.
Sustainable real assets in the spotlight
Just when we thought things were returning to normal after the social, economic and market upheaval caused by the pandemic, the events of 2022 presented new challenges for investors. It was in that context in late 2022 that we took the pulse of key investment decision makers at 500 institutional investors representing a combined $3.5 trillion of assets on their appetite for real assets, including those with a sustainable focus. Read the results in our Real Assets Study 2023.
Real assets views
Why infrastructure investors better beat beta: End of cheap-money era brings risks and opportunities
25 Jan 2023
Benign macroeconomic conditions have boosted infrastructure investments over the past decade. But with higher interest rates, investors in the asset class will have to show they can create true value, says Darryl Murphy.
Resilience, renewables and rates: The prospects for infrastructure debt in 2023
12 Jan 2023
Infrastructure demonstrated characteristic resilience in 2022 in the face of significant headwinds. Sinéad Walshe and Florent del Picchia from our infrastructure debt team expect more of the same this year.
The (re)price is right – how long-term investors can capitalise on a turbulent time for real estate
11 Jan 2023
Despite the ongoing turbulence in commercial real estate, Daniel McHugh discusses why market repricing represents an opportunity for long-term investors.
Building to net zero: The outlook for climate transition real assets
8 Dec 2022
James Tarry and Luke Layfield explore how the accelerating climate transition is creating risks and opportunities for real assets investors.
From trials and tribulations to the best opportunity in a decade: The outlook for multi-asset real assets
21 Nov 2022
James Tarry and Luke Layfield assess the impact of recent market volatility across real assets and highlight the wealth of investment opportunities for multi-asset investors that could emerge in 2023.
Building better: Investing in the climate transition through real assets
15 Nov 2022
Investors in real assets can propel the transition to a more sustainable future while also benefiting from portfolio diversification and attractive returns, says Mark Meiklejon.
ESG considerations for social housing
28 Oct 2022
Social housing plays a pivotal role in providing affordable housing for those most in need of it, benefiting local communities and countries as a whole. But investors considering an allocation to the asset class must pay close attention to the ESG implications, argues Mikhaila Crosby.
From needs-based to service-based: How the property market is being transformed
27 Oct 2022
Property owners can no longer passively sit back and take steady rental income for granted. To build a successful real estate portfolio, a more active, customer-driven approach is required, explains Jonathan Bayfield.
Rates, rents and resilience: The outlook for real estate debt
20 Oct 2022
Gregor Bamert discusses the health of UK commercial real estate debt and the effect rising interest rates are having on the asset class.
Resilience and selectivity: The outlook for real estate long income
5 Oct 2022
Renos Booth, Isabel Gossling and Kris McPhail from our real estate long income team discuss the strengths of long-income strategies in a period of high inflation and rising rates.
Inflation, volatility and net zero: The outlook for real estate equity
12 Sep 2022
Ben Sanderson and James Stevens from our real estate team discuss risks and opportunities for property investors amid changing work patterns, rising inflation and the race to net zero.
Conflict, inflation and energy security: An updated outlook for infrastructure investors
6 Sep 2022
Darryl Murphy and Sean McLachlan from our infrastructure team assess how Russia’s war on Ukraine, fears over energy security and surging inflation have changed the prospects for infrastructure investors.
Inflation, recession – or both? Real estate investing through the market cycle
30 Aug 2022
Runaway inflation and monetary tightening could trigger a recession. It’s time for the real estate market to press the reset button, argues Daniel McHugh.
What does the data say? Real Assets in focus
26 Aug 2022
In this month’s instalment of our visual series on topical themes, we look at some of the key recent trends in the real asset universe.
Illiquidity premia in real assets: Q2 2022
9 Aug 2022
Our real assets research team crunch the data to see whether the effects of rising inflation and interest rates are being reflected in private market returns.
Long income, short ESG windows: Matching real estate long income and responsible investing timelines
2 Aug 2022
Luke Layfield looks at how real estate long income can help address clients’ ESG responsible investing objectives and how respective timelines for implementing change can be best aligned.