All United Kingdom articles
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White papersUK commercial real estate recovery
Real rental growth turns positive, but the devil is in the details
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White papersTariffs take centre stage
“Diversification* and a balanced approach are now more important than ever, as the news on tariffs, negotiations, and retaliations will keep markets volatile”
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White papersEuropean Insurance Regulation in 2025: Investment Implications
We expect a transformation of the insurance regulatory landscape through 2025. Solvency UK reforms and the comprehensive review of the European Union’s (EU) Solvency II regulation offer new perspectives on risk management and capital efficiency. In addition, sustainability frameworks are set to continue developing at a fast pace, requiring insurers to stay abreast of changes to reporting, fund-disclosure and transition-risk requirements. In this article, we survey some of the key developments ahead and note their investment implications.
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White papersUK Real Estate: Talking Points January 2025
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 papersThe Vulnerability—and Potential Value Creation—in UK Assets
Recent Gilt yield spikes highlight UK’s fiscal vulnerability, driven by stagflationary risks and global shifts in investor sentiment.
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White papersBond Markets and the tricky balancing act
With UK government borrowing costs soaring, is the Chancellor on wobbly footing? Read the latest Fixed on Bonds blog from Premier Miton which highlights how important it is not to forget how much has changed since the GFC and pandemic.
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White papersConsolidate with caution – Too much focus on scale could come at the expense of innovation
Last month, in an attempt to boost the UK’s growth trajectory, Rachel Reeves unveiled what she claimed was the “biggest pension reform in decades”. She reckons the UK has been regulating for risk, but not regulating for growth – a view many in the industry would agree with.
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White papersUK equities: don’t believe the doom mongers
Remember Tony Blair? When Labour won a landslide election victory in 1997 after 18 years of Conservative rule, it inherited an economy on the rebound after a bout of inflation and high interest rates in the early 1990s. In the months that followed, sterling surged and UK stocks rallied.
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White papersUK 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 papersLifestyling: 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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White papersUK real estate market commentary: November 2024
UK commercial real estate values are now showing signs of a recovery after steep price falls experienced since 2022, set against a muted economic backdrop.
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White papersStewardship 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 papersUK 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 papersUK real estate market outlook Q4 2024
Following months of stabilisation, the UK real estate market is reaching an equilibrium point.
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Asset Manager NewsEdmond 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 papersReady 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 NewsEdmond 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 papersIs 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 papersIdentifying 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 papersShifting 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.
