All United Kingdom articles
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White papers
UK Pension Reform: The Case for Further Consolidation
How the government’s review can help to deliver portfolio diversification and enhanced risk-adjusted returns.
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White papers
Lifestyling: the Achilles heel in DC pensions
Why too much derisking – the accepted orthodoxy in UK defined contribution pensions – is a bad thing
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Asset Manager News
Long Harbour Group Sells Stake in Longevity Partners
Long Harbour, the real estate investment management firm and leader in the operational real estate sector, has sold 100% of its stake in its portfolio company Longevity Partners (“Longevity”), the global climate and sustainability consultancy for the infrastructure and real estate sectors.
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White papers
Stewardship case study: AstraZeneca
EOS identified robust succession planning for both the CEO and the chair as integral to the achievement of a long-term strategy.
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White papers
UK Real Estate: Talking Points October 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 papers
Domestic institutions could be the tipping point for the UK Single Family Housing
Despite the challenges across global markets and political uncertainty in the UK, 2024 so far has seen institutional investment continue to flow into the build-to-rent sector here. The second quarter of 2024 saw £1.2 billion of investment according to Savills, with single-family rental housing taking a large portion of that.
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Asset Manager News
Long Harbour appoints Way of Life to manage its latest Build to Rent development
Way of Life appointed to deliver elevated living experience at landmark 495 home build to rent project, The Eades, in Walthamstow
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Asset Manager News
Edmond de Rothschild REIM sees strong increase in GRESB results
Through the ongoing efforts of its local teams, Edmond de Rothschild Real Estate Investment Management (“REIM”) displays consistent improvement in the results of the annual Global Real Estate Sustainability Benchmark (“GRESB”). Our UK Affordable Housing strategy scored the maximum of 5 stars and is recognized by GRESB as the global #1 most sustainable affordable housing fund.
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White papers
Ready for take-off…? Exploring opportunities in the travel sector
Manager of the Premier Miton UK Value Opportunities Fund and Premier Miton UK Focus Fund, Matt Tillett, and assistant fund manager. Mike Shrives, look at where they are finding value opportunities in the travel sector.
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Asset Manager News
Edmond De Rothschild REIM Completes Build-To-Rent Developments In Warrington And Birmingham For Residential Platform
Edmond de Rothschild Real Estate Investment Management (REIM) has added 765 units to its UK residential investment platform with phased completions of major build-to-rent developments in Warrington and Birmingham. In Warrington, opposite Warrington Central railway station, The Steelworks development provides 359 apartments for rent arranged around two large, landscaped courtyards. It features a sky lounge, work-from-home space, private hire kitchen and dining area.
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White papers
Is small cap M&A the catalyst investors have been waiting for?
Paul Marriage Fund manager of the Tellworth UK Smaller Companies Fund discusses the recent wave in M&A among UK small caps and the strong message this sends about the sector.
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White papers
Identifying opportunity and delivering student accommodation at scale in Europe’s most undersupplied markets
PBSA continues to offer an attractive yield premium compared to the private rental sector, despite offering enhanced growth.
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White papers
Shifting Institutional Property Portfolios: Evolution or Revolution?
The composition of institutional investors’ property portfolios has dramatically changed over the past few decades. This is a reflection of wider societal shifts, given that the property industry plays a key role in accommodating changes to how we live, work and play. In particular, long-term changes from shifting demographics to the adoption of new innovations all have a major influence on investors’ objectives—and in turn potential investment outcomes.
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White papers
Spectrum Q3 2024: Marvellous medicine
Second only to AI for its ability to generate investor hype, the biotech sector offers opportunity and risk in equal measure. Read our latest Spectrum report to learn why our portfolio managers believe the investment case for life sciences is more than skin-deep.
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White papers
Real Estate House View: United Kingdom - Second half-vear 2024
Economic discourse shifted over the second quarter, following the announcement of an early UK general election on 4 July. Polls were largely suggestive of a landslide victory for Labour. Consequently, the announcement of a Labour win had little impact on financial markets, with sterling, equity markets, and gilt yields broadly unchanged.
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Asset Manager News
Hines Opens World-Class European Headquarters in Covent Garden
Once a 19th Century Seed Warehouse, Grainhouse Has Been Transformed to Create a New European Headquarters for Hines in the Heart of London, Comprising Next-Generation Office and Retail Space
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White papers
Sainsbury’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 papers
A 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 papers
No 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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Blog
Finely 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.