With the global economy experiencing a synchronised upswing in Q1 2017, alternative income specialists assess the scale and availability of premia from investing in private assets.
Assets not listed on public markets are receiving much greater attention, as pension schemes, insurance companies and other long-term investors are challenged to meet their return requirements through traditional investment strategies. In the first of a new series of quarterly reports, Aviva Investors’ specialists in alternative income look more closely at the factors driving yields in infrastructure debt, private corporate debt, commercial real estate, structured finance and unlevered infrastructure. They identify key themes and areas to watch for investors seeking to enhance diversification and lift risk adjusted returns.
Unless stated otherwise, any sources and opinions expressed are those of Aviva Investors Global Services Limited (Aviva Investors) as at 24 May 2017. This commentary is not an investment recommendation and should not be viewed as such. 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.