Real Assets House View

As investors await the bottom of the interest rate cycle, we consider three key themes to look out for in private asset markets.

A strong global economy and rising interest rates are shaping the outlook for UK real estate in 2018, says Tom Goodwin.

The rising importance of the knowledge-based economy is exerting a considerable influence on European city office markets, says Monika Sujkowska.

Darryl Murphy casts an eye across the global market to see where investors are likely to find opportunities in infrastructure debt.

Assets not listed on public markets are receiving much greater attention as long-term investors are challenged to meet their return requirements through traditional investment strategies.

The UK real estate market continues to look expensive, but there are a few pockets of value in certain sectors, says Tom Goodwin.

After a year in which infra debt issuance remained strong despite a challenging backdrop, Darryl Murphy identifies the themes that could drive the market in 2018.

The European economy is enjoying strong growth, but with real estate investment markets advanced in the cycle, value is becoming hard to find. Monika Sujkowska discusses what’s in store for the European real estate market in 2018.

Insurers seeking capital efficient returns are looking closely at private assets, lured by attractive yields with underlying security and strong borrower protections. Real estate finance may fit the bill, and benefits from advantageous capital treatment under Solvency II.

Changes in the age profile of populations will have a significant impact on demand for real estate; influencing the type, functionality and locations that are likely to be popular writes Monika Sujkowska.

The risk of the UK exiting the European Union without agreeing its future relationship appears to have risen in recent weeks. We consider the ramifications of such an outcome for the UK economy and sterling-denominated assets.

A growing number of investors are looking to private assets to provide higher yields than liquid alternatives, but few are targeting illiquidity premia explicitly, writes John Dewey.