View from the Floor: June 2016

June 2016

Brexit: the impact on institutional investors and private assets

Following the UK’s vote to leave the European Union, John Dewey, Mark Versey and Barry Fowler consider the implications for institutional investors and private assets in the latest View from the Floor podcast.

During the discussion, they look broadly at the challenges to investors posed by real interest rates remaining lower for longer and the increase in short-term inflation expectations, before delving deeper into the opportunities offered in private assets such as real estate finance, infrastructure credit and structured finance.

Important Information

For institutional investors only. Not to be distributed to, or relied on by professional investors or retail investors.

Opinions expressed are those of Aviva Investors Global Services Limited (Aviva Investors) as at 30 June 2016. They should not be viewed as indicating any guarantee of return from an investment managed by Aviva Investors nor as advice of any nature. Past performance is not a guide to future returns. The value of an investment and any income from it may go down as well as up and the investor may not get back the original amount invested.

Issued by Aviva Investors Global Services Limited, registered in England No. 1151805.  Registered Office: St. Helen’s, 1 Undershaft, London EC3P 3DQ.  Authorised and regulated by the Financial Conduct Authority and a member of the Investment Association.  Contact us at Aviva Investors Global Services Limited, St. Helen’s, 1 Undershaft, London EC3P 3DQ.

RA16/0452