Co-Investment Strategies: Accessing Direct Opportunities Alongside Fund Managers
Co-investment strategies are becoming increasingly attractive for institutional investors seeking to lower fees, increase control, and build closer relationships with fund managers.
AIFMD II: Key Implications for Real Asset Managers and Investors
The revised AIFMD II introduces significant changes to reporting requirements, loan origination funds, and liquidity management tools that managers must navigate carefully.
The Rise of Secondaries in Real Assets: Opportunities and Risks
Secondary market transactions in real assets have grown substantially, offering investors both liquidity solutions and attractive entry points at discounts to NAV.
Multi-Asset Strategies for Liability-Driven Institutional Investors
Liability-driven investors increasingly turn to multi-asset real asset strategies to match long-duration liabilities with inflation-linked income streams and capital appreciation potential.
Digital Infrastructure: Data Centres and Fibre Networks as Investment Themes
The exponential growth in data consumption is driving unprecedented demand for digital infrastructure assets, creating compelling investment opportunities in data centres and connectivity.
2026 Global Real Asset Outlook: Navigating Rates, Inflation, and Geopolitics
Our annual outlook examines the key macro themes shaping real asset markets in 2026, from central bank policy divergence to energy transition investment and supply chain reshoring.