All United Kingdom articles
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White papersHow UK equities have performed in rate-cutting cycles
The BoE has started cutting interest rates—what does this mean for the UK equity market? Franklin Templeton Institute’s Chris Galipeau and Lukasz Kalwak explore prior rate-cutting cycles for answers.
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White papersSainsbury’s case study
Following research published by Oxfam on the supply chain human and labour rights risks that UK food retailers were exposed to, we engaged with Sainsbury’s to identify and manage these risks.
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White papersA circular economy approach to protecting the ozone layer
Pension schemes can play a key role in shaping the future by investing in private markets, while providing members access to a broad spectrum of innovative companies on a mission to make a difference. Here we look at how one business is providing key solutions to protect the ozone layer by reducing greenhouse gas emissions in refrigeration while actively promoting the circular economy across domestic and industrial processes.
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White papersNo winners in the Thames Water travails
Whatever angle you look at things from the prospects for future investment in the UK water sector don’t look good, for anyone. The travails of Thames Water especially (but other water companies are not exempt) have wrought such damage to the sector’s reputation that water, once a byword for the essence of life, is now more commonly aligned in headlines with words including risk, sewage and pollution.
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BlogFinely Balanced Decision Tips BoE to Cut
The Bank of England cut rates by 25 bps at its August policy meeting, but a series of aggressive rate reductions are likely off the table.
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People NewsEdR REIM strengthens Housing Association through new board appointments
Edmond de Rothschild Real Estate Investment Management (REIM) today announces changes to the board of FAHHA, the for-profit housing association subsidiary of Funding Affordable Homes (FAH), its UK affordable housing fund. Richard McCarthy assumes the role of Chairman with two new board members, DJ Dhananjai and Karen Cooksley, appointed in order to add to the legal and investment and finance skills of the FAHHA Board.
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White papersUK Pension Reforms: A New Horizon Awaits
Landmark review can unlock billions of pounds of capital to support economic reforms.
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White papersUK Real Estate: Talking points July 2024
Welcome to our quarterly snapshot of current real estate market trends, using transparent capital and occupational market data points to summarise key implications for asset allocation and performance prospects.
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White papersA new chapter: Time to prepare for the next phase of the real estate cycle
David Hedalen and Jonathan Bayfield from our real assets research team highlight data that shows real estate markets in the UK and Europe may be on the brink of an important shift.
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White papersUK DC Pensions: Overcoming the Hurdles to Investing in Private Markets
Historically, UK DC pension plans have struggled to invest in private markets. We’ve found that where there’s a will, there’s a way.In today’s challenging environment for DC pension savers, allocating to private markets can help improve return potential. Implementing an allocation to private markets in DC pensions isn’t straightforward, but it can be done. The secret? A combination of experience, ingenuity and an appropriate choice of investment vehicle.
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White papersUK election delivers no-drama outcome
Britain’s Labour Party returned to power for the first time in 14 years after winning a large majority in parliamentary elections that were held on July 4. Labour, led by Keir Starmer, won more than 410 of the 650 seats in the House of Commons, while the Conservative Party suffered its worst-ever performance.
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White papersWhy Allocate to Private Credit in Your DC Pension Plan?
Saving for a pension isn’t getting any easier. But allocations to private assets—such as private credit—could help. It’s getting harder for UK defined contribution (DC) savers to accumulate realistic amounts of capital for their retirement.Prospective real returns from most asset classes look unlikely to match those of recent years. And the cost-of-living crisis is making it tougher for savers to maintain their current pension contributions, let alone increase them in future. How can DC savers get ahead?
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White papersThe future of green premia in real estate (part two): Searching for value and resilience
Do energy-efficient buildings have more pricing power, and what could that mean for those investing in the built environment? We bring together the views of leading capital markets researchers, a valuer and an asset manager for the second part of our deep dive into green premia, analysing the investment implications.
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White papersReal Estate House View: United Kingdom - First half-year 2024
Based on the view that interest rates and therefore gilt yields are unlikely to return to their cyclical lows, the outlook for real estate investment is changing.
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White papersResilience in life sciences: IREI article on the UK versus US life sciences markets
The definition of life sciences real estate - For the purpose of this article, life sciences is defined as an industry that comprises companies involved in the research, development and manufacture of pharmaceuticals, therapies and medical devices, which help to foster medical innovations with the ultimate aim of extending the length and quality of human life. Life sciences real estate is property specifically designed and built for companies within the industry.
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White papersThe snap election could put QE losses back in focus
Back in 2021, when the Bank of England (BoE) announced the end of quantitative easing (QE) and the beginning of quantitative tightening (QT), few commentators understood how out of kilter the Bank’s balance sheet had become compared to central bank norms. The result has been losses on the BoE bond portfolios that dwarf those of other central banks.
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Asset Manager NewsEdR REIM completes build-to-rent development in Nottingham for its residential investment platform
Edmond de Rothschild Real Estate Investment Management (REIM) has completed the Lace Market Quarter build-to-rent development in Nottingham for its UK residential investment platform.Located at 10 Short Hill, the development is a partial refurbishment of Grade II-listed buildings and a partial new build.
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White papersAdapting to a shifting liquidity backdrop
Many UK money market funds have been extending weighted average maturities as the BoE considers rate cuts.
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White papersGrasping the Private Markets Opportunity: Accessing Private Credit for UK Defined Contribution Savers
Historically, UK DC pension plans have struggled to invest in private markets. But today, new investing approaches can enable DC savers to access the return potential of markets such as private credit.
