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.
Think like an insurer, invest like a pension scheme
10 Feb 2020
Cashflow-driven investing (CDI) is about meeting the outcome that matters most to pension schemes – being able to pay out liabilities as they fall due.
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.
Real assets views
How Manchester transformed into a city of the future
26 Feb 2021
Once an industrial powerhouse, Manchester reversed its decline to become one of Europe's top creative capitals. Watch our video to find out why we call it a city of the future.
RPI reform: The implications for real assets
22 Feb 2021
With the methodology for calculating the UK Retail Prices Index set to change in 2030, we explore the implications for real assets.
Virtual reality: How COVID-19 is reshaping the world of work
27 Jan 2021
While the coronavirus pandemic has devastated livelihoods, it also presents an opportunity for companies and policymakers to reinvent the world of work. The future is full of possibilities – but no easy answers.
Are ESG comparisons fair?
25 Jan 2021
Investors need to look past tick-box credentials to consider the real ESG impact of their infrastructure projects, says Ian Berry, head of infrastructure equity at Aviva Investors.
Investing for impact in private debt to combat climate change
21 Jan 2021
Impact investment strategies will have an important role to play if the green credentials of the world’s stock of real estate is to be transformed, argue Gregor Bamert and Stanley Kwong.
Building back better: The path to net zero
18 Jan 2021
While much of the world’s focus continues to be on tackling the COVID-19 pandemic, the climate crisis also requires urgent attention. The number of countries and companies supporting the move to a lower-carbon world is growing, but practical challenges remain. How can we build back better after COVID, and navigate to a cleaner, safer and sustainable world?
Our annual letter to company chairpersons
15 Jan 2021
As part of our engagement efforts, every January we send a letter to the chairs of companies we invest in (and some we don’t, but still want to use our influence with) to set out our stewardship priorities for the year. Here, in full, is our 2021 letter.
Hydrogen: Back to the future
18 Dec 2020
The UK is the latest country to accelerate plans to develop hydrogen as part of its push to reach net zero. But it is not the first time hydrogen has attracted attention – it has been trumpeted by the scientific community as a possible wonder fuel for around a century. So, what’s changed now?
COVID recovery, net zero and policy: The outlook for UK infrastructure in 2021
16 Dec 2020
Darryl Murphy assesses the current state of the UK infrastructure market and the likely drivers of activity in 2021.
Relative value, ‘normality’ and polarisation: The outlook for real estate in 2021
16 Dec 2020
Souad Cherfouh, head of real estate investment strategy, and Jonathan Bayfield, head of UK and Irish real estate research, look at three themes that could characterise the real estate market in 2021 and beyond.
COVID, remote working and building back better: The stories that defined real assets in 2020
16 Dec 2020
We select some of our key pieces of content on real asset markets in a dramatic year.
COVID, climate and Black Lives Matter: The stories that defined 2020
10 Dec 2020
We select some of our key pieces of content in a year of unending drama.
Navigating the path to net zero: An interview with Jill Rutter
12 Nov 2020
There is a large gulf between the concept of ‘net zero’ and the practical policies that will deliver it. Jill Rutter, senior fellow at the Institute for Government, takes a hard look at the UK’s progress towards the 2050 target.
Real assets and net zero: Now for the hard part
29 Oct 2020
There is no lack of willingness among investors in real assets to play their part in helping countries reach net zero by 2050. But much needs to change – and quickly, as Laurence Monnier explains.
Remote working is on the rise, but the office remains indispensable
26 Oct 2020
While the COVID-19 lockdown has highlighted the possibilities of home working, bringing people together in offices is still the best way to spur innovation and productivity, says Jonathan Bayfield.
Overcoming underwriting obstacles in a pandemic and beyond
16 Oct 2020
The near-term disruption caused by the coronavirus has been testing for real estate borrowers seeking finance and originators. Gregor Bamert explains why new deals are still possible for those able to look through short-term uncertainty.