All United Kingdom articles
-
White papers
Real 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.
-
White papers
Resilience 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.
-
White papers
The 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.
-
White papers
Adapting to a shifting liquidity backdrop
Many UK money market funds have been extending weighted average maturities as the BoE considers rate cuts.
-
White papers
Grasping 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.
-
White papers
How are UK asset owners repositioning fixed income portfolios?
We surveyed 100 fixed income asset allocation decision makers at public and private pension schemes, OCIOs, insurers, endowments and foundations between February and March 2024. We captured their thoughts on a range of topics including the fixed income market environment, intentions and attitudes to credit markets and to emerging market debt, plus thoughts on active management.
-
White papers
Fixed Income Horizons Survey 2024
The Capital Group 2024 Fixed Income Horizons Survey captures the views of 100 UK asset owners, including pension funds, OCIO providers, insurers, endowments and foundations. The quantitative survey was conducted by CoreData Group during February and March 2024. This report also includes insights from a series of in-depth qualitative interviews with senior investment leaders at UK asset owners. The questions were focused on respondents’ asset allocation views and attitudes to different areas of fixed income markets.
-
White papers
UK Real estate – Overview Q1 2024
Total returns for the UK commercial property market turned positive in Q1 2024 with the MSCI UK monthly index recording a return of 0.6% (0.3% on a 12-month basis to March). Retail was the best-performing sector with a total return in the three months to March of 1.5%. Offices continued to struggle and were the only sector to register negative total returns in the first quarter, coming in at -1.4%.
-
Video
Tipping point: UK Nature Strategy
In this video, the UK Nature team explain how their strategy aims to provide a commercial rate of return through exposure to projects that restore natural capital and biodiversity in the UK.
-
White papers
Cyclical, structural, vintage: The outlook for real estate equity
High inflation and rising rates hit activity in real estate markets over the past year. But cautious optimism is now returning to the investment landscape in the UK and Europe, say Imogen Ebbs and George Fraser-Harding.
-
White papers
UK outlook brightens as rate cuts loom
The Bank of England held rates at 5.25% this week, but its accompanying statement made clear that, given the broader outlook for inflation, the prospect of rate cuts this summer has increased.
-
White papers
UK real estate market commentary: April 2024
Oliver Kummerfeldt, Head of European Real Estate Research, discusses the economic landscape and provides insights for decision-making in UK real estate investments.
-
White papers
UK real estate market outlook Q2 2024
UK real estate looks poised for a modest recovery, following a collection of positive movements in the economy
-
White papers
UK Real Estate: Talking Points April 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.
-
White papers
Schroders Capital’s Investment Outlook for UK Real Estate H1 2024
We explore the fundamentals underpinning our expectations and views, our conviction themes, the investment strategies benefitting from them, and how we are seeking to position portfolios for outperformance
-
White papers
Who wins the next property cycle?
Alex Ross, manager of the Premier Miton Pan European Property Share Fund, shares the importance of understanding why this next property cycle will see a different type of winner.
-
White papers
Income strips for insurers: A natural fit?
With many UK defined-benefit pension schemes considering de-risking options in the wake of higher interest rates, their appetite for private assets, such as Income Strips, has reduced thus leaving potential opportunities for other institutional investors.
-
White papers
How to solve the problem of renewable energy intermittency
James Smith, manager of the Premier Miton Global Renewables Trust, highlights six ways the UK’s energy sector could solve the problem of the intermittency of renewable power during the energy transition.
-
Asset Manager News
Deka Immobilien buys hotel in top London location
Deka Immobilien has acquired the Ruby Zoe hotel in London’s Notting Hill Gate for the equivalent of around EUR 62 million. It will be added to the portfolio of the open-ended real estate fund Deka‑ImmobilienMetropolen (DIM).
-
Research Report
The big contribution: How DC pension schemes can build a brighter future with private assets
Private assets can make a big contribution to DC pension schemes by enhancing the quality of member retirements, while helping to contribute to a more sustainable planet.