Latest pensions thinking
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Flex appeal: Could private debt investors be set for a once in a generation opportunity?
9 Jun 2023
Ewan Macaulay outlines why private debt markets in real assets offer compelling relative-value opportunities, despite macroeconomic uncertainty.
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Can they, should they, will they? Is now the time for illiquid assets in DC?
31 May 2023
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.
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Global megatrends: How climate, nature and social change will reshape economies
30 May 2023
Climate change, natural resource scarcity and social shifts are transforming the corporate landscape. Investors need to understand the implications of these sustainability megatrends to manage risks and seize opportunities.
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When the tide goes out
26 May 2023
Ben Sanderson explains why polarisation in real estate investment performance is only going to increase from here.
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Why are we waiting? Time for UK infrastructure to pick up pace
22 May 2023
After a slow start to the year, Darryl Murphy ponders what it will take to get the UK infrastructure market moving again.
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Getting a taste for fiscal intervention, but at what cost?
19 May 2023
Fiscal intervention is, again, a vital part of the government policy toolkit, supporting plans to boost domestic industries and fight climate change. But while well-intended, such measures will add to already elevated debt levels, with significant implications for investors, as Michael Grady explains.
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Short-term headwinds, structural tailwinds: Making sense of a complex landscape for climate transition real assets
17 May 2023
Volatility presents challenges and opportunities for investors. James Tarry and Luke Layfield discuss what’s next for real asset investors focused on the climate transition.
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Forget what you think you know: Staying humble in a world of rising risk
16 May 2023
In a world where potential pitfalls loom around every corner, Peter Fitzgerald and Ian Pizer explain why investors need to look beyond what financial models are telling them to keep portfolios resilient to the challenges ahead.
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Fragilities exposed as cheap money disappears
5 May 2023
Cracks have begun to emerge in the banking sector in recent weeks. As the tide of cheap money that has flooded financial markets for more than a decade ebbs, members of our investment teams are on the lookout for other signs of distress.
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Liquidity, logistics and living: What next for real estate equity?
3 Apr 2023
Opportunities are emerging across real estate markets in the UK and Europe, but investors will have to be nimble and discerning in their asset selection, say Imogen Ebbs and George Fraser-Harding.
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Boxing clever: Portfolio construction in investment-grade credit
31 Mar 2023
Mark Miller and James Vokins explain how our portfolio construction process for investment-grade credit could benefit investors in the new market regime.
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Out with the old: Why real estate investors need to work harder, smarter, better
30 Mar 2023
Faced with a more challenging outlook for returns, real-estate equity investors must get more sophisticated and active, argue Ben Sanderson and David Hedalen.
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