All United Kingdom articles
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White papersMind the underinvestment gap: Shaping the UK’s future through private markets investment
With decades of underinvestment in UK real assets – from housing to healthcare and infrastructure – investors can tap into the opportunity to drive regeneration and growth. Taking a holistic approach to local investment could maximise social outcomes and create value for communities and investors.
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White papersRun-on vs buy-out? Key considerations for defined benefit pensions
UK defined benefit pension schemes that have found themselves in a surplus since mid-2022 are considering alternative options over the traditional buy-out with insurers. We explore the key factors pension schemes should consider in their decision making process.
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White papersOpportunities in UK commercial real estate: Navigating a rebounding market
As we’ve previously discussed, the UK commercial real estate market is showing promising signs of recovery, making it an attractive option for investors. According to our newest forecast, various segments within the market are expected to deliver robust returns driven primarily by local supply and demand dynamics rather than yield compression.
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White papersPBSA a resilient play but only for those who can deliver
Few sectors in UK real estate have demonstrated the resilience, adaptability, and sustained investor confidence of Purpose-Built Student Accommodation (PBSA) as of late. Despite economic headwinds—rising construction costs and a higher cost of capital, —the sector’s fundamentals remain compelling. Transaction volumes reached approximately £3.5bn in 2024, a 13% year-on-year increase (Savills), reinforcing investor interest.
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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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Asset Manager NewsRedevco Acquires £518 Million UK Retail Park Portfolio from Oxford Properties
Redevco, one of Europe’s largest privately owned real estate managers, completes the acquisition of a portfolio of 16 retail parks across the UK for £518 million. The portfolio was assembled by Oxford Properties via the M7 Real Estate specialist platform it acquired in 2021.
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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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PodcastIgneo’s Innovation in Infrastructure - Episode 2 - enfinium and the Carbon Capture Question
In this second episode in our Innovation in Infrastructure Series, Simon is joined by Mike Maudsley, CEO of enfinium. As one of the UK’s leading energy from waste operators, enfinium is supporting the UK’s journey to a Net Zero economy. enfinium is operating and developing six decarbonisation hubs around the UK and is using waste that would otherwise go to landfill to generate homegrown energy.
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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.
