Private debt

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.

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.

Despite the ongoing turbulence in commercial real estate, Daniel McHugh discusses why market repricing represents an opportunity for long-term investors.

James Tarry and Luke Layfield explore how the accelerating climate transition is creating risks and opportunities for real assets investors.

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.

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.

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.

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.

Gregor Bamert discusses the health of UK commercial real estate debt and the effect rising interest rates are having on the asset class.

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.

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.

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.

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.

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.

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.

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.