Real assets (46)

Expect the unexpected: the importance of active asset management in private credit
Investment strategy

Expect the unexpected: the importance of active asset management in private credit

How do asset managers in the private credit business manage challenging situations?

By Adam Lawrence

19 May 2023

4 min read

A magical bag: The private credit asset classes
Stuart Hitchcock PhD MBA
Investment strategy

A magical bag: The private credit asset classes

In the third blog of our series on private credit, I make a cinematic return to explain some of t...
By Stuart Hitchcock PhD MBA
10 May 2023
4 min read
A rising tide? An update on onshoring
Investment strategy

A rising tide? An update on onshoring

We examine the potential drivers of onshoring and its implications for the UK real estate equity...
By Bill PageJonathan Leclercq
05 May 2023
4 min read
Private capital: out of the woods?
Robin Martin
Investment strategy

Private capital: out of the woods?

The recent stress that pervaded the banking sector last week has triggered questions about what...
By Robin Martin
23 Mar 2023
4 min read
Private Credit: Don’t be afraid of the doc!
Investment strategy

Private Credit: Don’t be afraid of the doc!

In the second blog of this series focused on private credit market fundamentals, we use some...

By Stuart Hitchcock PhD MBA

07 Mar 2023

4 min read

Real estate debt – a window of opportunity in 2023?
Investment strategy

Real estate debt – a window of opportunity in 2023?

A reset in the UK real estate market and higher yields could create a strong case for real estate...
By Lushan SunPatrick Sweeney
21 Feb 2023
3 min read
Private Credit: There is another (asset class)
Stuart Hitchcock PhD MBA
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
Got a (student) room for rent?
Michael Adefuye
Investment strategy

Got a (student) room for rent?

Increased demand for student accommodation, coupled with limited supply, we believe has important...
By Michael Adefuye
12 Jan 2023
4 min read