Real assets (38)

Private Credit: There is another (asset class)
Investment strategy

Private Credit: There is another (asset class)

In the first of a series of insights into the far-reaching universe of private credit, we explore...

By Stuart Hitchcock PhD MBA

20 Jan 2023

4 min read

European coal generation: why the rebound won’t last
ESG and long term themes

European coal generation: why the rebound won’t last

The energy crisis has complicated planned disposals of coal assets, but longer term we believe a...
By Jonathan ConstableLewis Ashworth
10 Nov 2022
3 min read
Battery recycling: staying positive
Peter Andrews
ESG and long term themes

Battery recycling: staying positive

In the second half of our two-part series on the EV market, we investigate one aspect of the...
By Peter Andrews
09 Nov 2022
4 min read
COP, clean energy and capital
Bill Hughes
ESG and long term themes

COP, clean energy and capital

Investments in clean energy infrastructure are potentially one of the most tangible ways for...
By Bill Hughes
08 Nov 2022
3 min read
Charged for growth
ESG and long term themes

Charged for growth

In the first of a two-part blog series, we look at the growth potential of the EV charging sector...

By Lushan Sun

26 Oct 2022

3 min read

Which housing markets are most vulnerable to rising rates?
Hetal Mehta
Markets and economics

Which housing markets are most vulnerable to rising rates?

Rising interest rates will hit housing markets. But which countries are most exposed? Our index...
By Hetal Mehta
24 Oct 2022
2 min read
European gas shock: the need for green
John Daly
ESG and long term themes

European gas shock: the need for green

Just as the 1970s oil shock reshaped the global automotive industry, so the latest energy shock m...
By John Daly
20 Jun 2022
4 min read
Real estate debt: a useful complement to direct property investment?
Investment strategy

Real estate debt: a useful complement to direct property investment?

With higher interest rates and slower economic growth potentially weighing on real estate equity...
By Lushan SunPatrick Sweeney
08 Jun 2022
4 min read