- Video
10 Minute Masterclass—Global Infrastructure Debt
Infrastructure debt continues to grow in its appeal to investors, partly due to the range of potential benefits on offer—from an illiquidity premium over public markets to enhanced diversification, risk protection and asset-liability matching characteristics. The essential nature of infrastructure debt further strengthens its appeal throughout the ups and downs of the economic cycle.
- White papers
Direct Lending: Why Global & Why Now?
For investors looking to generate income, preserve capital, and achieve diversification—particularly at a time when macroeconomic and geopolitical uncertainties are high—taking a global approach to direct lending markets can be part of the solution.
- Podcast
GP Led Secondaries: What’s next?
Liquidity challenges are reshaping the private equity landscape, pushing investors to explore innovative solutions for managing their portfolios. With reduced exit activity, constrained distributions, and a tougher fundraising environment, how can secondaries provide a liquidity lifeline? And what role do GP-led transactions play in driving opportunities for both sponsors and investors?
- White papers
The 800-Volt Gorilla Inside AI Data Centers
Innovators are rolling out more efficient power-management solutions to meet explosive demand for artificial intelligence applications.
- Video
Global REITs Update – Q1 2025
In our video update for the 1st quarter of the 2025 calendar year, Portfolio Manager, Marco Colantonio covers key developments in the Global REIT sector and market insights
- White papers
Unexpect the Expected – The World According to Trump
The dramatic changes to U.S. tariffs settings challenges the financial market’s Trump pro-growth market narrative which heralded the start of 2025. Instead, investors now face conditions which look likely to invoke a global economic slowdown, if not recession, with significant pressure on corporate earnings from higher costs together with unsettled consumer demand and production patterns.
- White papers
NATO pledges for more defence outlay
“Renewed security challenges in a fragmented world indicate that Europe must strengthen its strategic autonomy. NATO’s latest declaration to raise defence spending may present such an opportunity for the region.”
- White papers
Middle East Tensions Rise, Oil Prices Fall
While Middle East tensions are driving near-term market volatility, this focus is likely to be temporary as attention soon returns to major July and August policy decisions.
- White papers
Bend, Not Break: Investing in Real Estate Amid Economic Uncertainty
Unlocking durable income through discipline, active value creation, and local insight
- Research Report
Increase In Conversions Expected To Benefit European Office Market Recovery
In this publication, we update our analyses for European office markets. Our initial analyses show that GenAI is expected to have a positive impact on office employment as it will automate certain routine tasks, while creating new higher value-add AI-related jobs. London, Paris and Frankfurt are expected to benefit most from future AI adaptation.