All United Kingdom articles
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White papersNavigating divergence in Europe’s student housing market
Purpose Built Student Accommodation (PBSA) has matured into a recognised institutional asset class over the past decade. Across the UK and increasingly in Europe, the sector’s resilience and income stability have attracted long-term capital, underpinned by rising enrolments, global student mobility, and a structural undersupply of appropriate accommodation.
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White papersHousing crisis: Understanding the UK residential market gap
The UK residential housing market faces a structurally challenging outlook shaped by a decade of macroeconomic shocks and demographic shifts. Brexit, COVID-19, and the Russia-Ukraine conflict have driven inflation and interest rate hikes, with the Bank of England’s rate peaking at 5.25% in 2023. These pressures have eroded affordability, especially in London, where indexed sale and rent prices have nearly doubled since 2010, while real wages for low earners have declined by 9% since 2008.
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White papersDB pension schemes: Is investing like an insurer easier said than done?
The UK government recently published its highly anticipated Pension Schemes Bill, opening the door to more flexible treatment of defined benefit (DB) pension scheme surpluses. While buy-out remains the gold standard for member security, many trustees and finance teams are now exploring if, and how, running-on their scheme could work for the benefit of its members and the sponsor.
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White papersPrivate Debt: A Valuable Allocation for DC Pension Schemes
As UK DC schemes increase allocations to private markets, we believe the benefits of private debt in the accumulation and decumulation phases should make it a key consideration for investors.
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White papersUK Real Estate: Talking Points January 2026
Welcome to Columbia Threadneedle Investments’ concise quarterly snapshot of current real estate market trends, using transparent market data to summarise key implications for asset allocation and performance prospects
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White papersIs now the moment to lean into single-family housing?
What happens when affordability pressures, demographic shifts and hybrid working all point in the same direction?
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White papersMind the underinvestment gap: Shaping the UK’s future through private markets investment
Decades of underinvestment has placed untenable pressure on the UK’s social infrastructure – housing, healthcare, transport and essential services – creating systemic vulnerabilities that constrain productivity and social mobility. The scale of investment required is vast; as is the opportunity for large scale investments by institutions (otherwise referred to as institutional capital) to create positive change and tap into what we see as an abundant landscape for holistic, private markets investing.
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VideoLiquidity solutions built for today’s money market landscape
These two concise money market videos cover: the advantages of Qualifying Money Market Funds; and the rise in demand for liquidity products from fintechs.
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White papersFive years behind us, five years ahead: What’s next for UK Income investors?
Emma Mogford, fund manager of the Premier Miton Monthly Income Fund, looks back at why the FTSE All-Share Index rally favoured banks, defence and tobacco over the past 5 years. Looking ahead, Emma highlights asymmetric opportunities in real estate, housebuilders, utilities and Emerging Market exposed champions.
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White papersIs UK airport expansion about to take flight?
Four London airports have set out plans to increase their capacity. With the costs running into the billions what will the projects actually deliver and, perhaps most importantly, who will pay for it? Bondholders take note ….
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White papersPrivate Insights #9 - Student Housing in the United Kingdom (UK): Top of the Class
The outlook for the student housing sector remains bright, anchored by strong market fundamentals. Since 2015, nearly £50 billion has been invested into UK student housing assets. Q3 2025 saw £1.83 billion transactions, marking the largest third quarter on record for investments into this sector in the UK. Key demand drivers for student housing include a growing population of 18-year-olds in the country, increased international student mobility and a strong preference for in-person university experiences.
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White papersWhat makes a Qualifying Money Market Fund unique?
This document outlines what makes a fund ‘qualifying’ and why it’s worth considering a short-term sterling prime fund over bank deposits.
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Asset Manager NewsBridgewater Associates and Lumyna Investments Announce Launch of the Lumyna – Bridgewater Absolute Return Fixed Income UCITS Fund
London, [17 November 2025] – Bridgewater Associates (“Bridgewater”), a leading global investment manager, and Lumyna Investments (“Lumyna”), part of Generali Investments, are pleased to announce the launch of the Lumyna – Bridgewater Absolute Return Fixed Income UCITS Fund (“ARFI”). ARFI will be a liquid, actively managed strategy designed to deliver uncorrelated alpha across global fixed income and currency markets.
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White papersBoE stays on hold, all eyes on budget now
At its November meeting, the BoE kept its policy rates unchanged at 4%. Policymakers noted that a deceleration in overall inflation is underway, favoured by a restrictive policy stance, softening labour market, and easing services inflation. Risks around achieving the bank’s 2% inflation target are more balanced, and downside risks from weak demand have grown. Looking ahead, we expect one rate cut in December and two more next year, although further actions may depend on incoming data.
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White papersWeak UK economic outlook bolsters money market flows
Despite falling rates, flows into sterling-denominated money market assets have remained steady and hit record highs this year.
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Asset Manager NewsCapital House Disposition
Barings recently sold Capital House, a landmark office building in close proximity to Bank junction, the City of London and the Bank of England. The asset was sold off-market, achieving a price above book value and a tighter yield compared to market level prime city yields.
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White papersThe rise of the Magnificent 7: Concentration risk versus earnings power
Concerns about market concentration and the performance of the Magnificent 7 (Mag 7) stocks – Apple, Microsoft, Google, Amazon, Nvidia, Meta and Tesla – have become increasingly common in investor conversations. Many are questioning whether the current environment resembles a market bubble. To address this, we will take a closer look at the numbers and history to see how today’s market stacks up.
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White papersBond markets fret over rising budget deficits
An uncertain economic backdrop continues to push up long-term government bond yields in comparison to short-term rates.
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White papersRELI’s return: Why real estate long income (RELI) has a growing fanbase
After falling out of favour following the 2022 UK mini-budget crisis, real estate long income is making something of a comeback. Fund managers Renos Booth and Kris McPhail explain why it is starting to attract interest from a variety of investors.
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White papersUK long-dated yields at 25-year highs
Yields on long-term government bonds in developed markets have been rising this year. In the UK, 30-year gilt yields reached their highest level since 1998, driven by inflation worries and concerns over government debt — though the UK’s debt-to-GDP ratio remains below that of some large European countries. Structural changes, such as fewer pension scheme buyers, add further complexity.
