Private Assets

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Markets

18MAR 2019

Inescapable investment truths for the decade ahead

Our inescapable truths are the economic forces and disruptive forces we think will shape the investment landscape over the years to come.

2019

FEBRUARY

27FEB 2019

Markets

This is why UK house prices might be sturdier than you think

Brexit uncertainty appears to have hit sentiment for UK property, but while certain sentiment indices have led to gloomy headlines, actual home price results have been much better.

21FEB 2019

Markets

Why the Fourth Industrial Revolution may create beach hotspots for investors

With data becoming increasingly critical to our digital economy, Global Cities' Ben Forster explains why beachfront real estate is now hot property.

19FEB 2019

Markets

US small buyouts: Exploiting inefficiencies in the world’s most efficient economy

Schroder Adveq believes the 300,000 small family-owned businesses and corporate divisions dotting the US landscape present a compelling opportunity for investors.

19FEB 2019

Insurance Strategy

Junior infrastructure debt for insurance companies

With dry powder for infrastructure equity investment at an all time high, project sponsors have had to become more conscious of financing costs for projects in an attempt to reduce costs to bolster equity returns. With this, we have seen the junior debt segment of the market becoming used more frequently to create more efficient funding structures, presenting opportunities for investors.

08FEB 2019

Markets

Yin and yang: how private assets and derivatives can work together

Data suggests that many institutions would benefit from higher allocations to private assets, but that liquidity constraints often limit their use. We discuss how the use of derivatives can help address the liquidity concerns.

JANUARY

10JAN 2019

Markets

Is this popular measure of stock market value giving a misleading “sell” signal?

Here's why scare stories about the current CAPE being a predictor of doom may prove to be wide of the mark.

2018

DECEMBER

19DEC 2018

Markets

Why 2019 might be a better year for investors

After the disappointment of 2018, Chief Executive Peter Harrison rounds up the factors our fund managers think could lead to a brighter year ahead.