All United Kingdom articles – Page 2
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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.
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White papersUK real estate market commentary: July 2025
The UK economy continues its slow and uneven recovery in the face of fiscal challenges, uncertainty over geopolitical events and shifting global trade policy, while the UK real estate market continues its own uneven recovery following a significant correction.
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White papersUK Real Estate: Talking Points July 2025
Welcome to our quarterly snapshot of 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 papersWhy homes with social value are a winning formula
Discover how the build-to-rent sector is transforming communities and driving long-term investment value.
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White papersReal estate: an intrinsic ‘productive finance’ asset
UK real estate is well positioned to deliver positive outcomes – measured against both fiduciary duty to financial performance and the government’s agenda to promote assets that contribute positively to long-term economic growth.
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White papersUK real estate market outlook Q3 2025
Returns have been gradually climbing since the start of the year, as capital growth has returned. Find out more about our UK real estate views.
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White papersUK policy warms on private capital
Government commits to evolve infrastructure finance models
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White papersOn the rise? Exploring potential returns within the UK commercial real estate market
Annual capital growth in the UK commercial real estate (CRE) market turned positive for the first time since 3Q22 by the end of last year. In 1Q25, capital growth accelerated, hitting 1.4% on an annual basis. That may sound small, but income return boosted the annual total return to 6.3% on a non-levered basis during the same period.
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Asset Manager NewsNuveen Real Estate completes £151m green loan secured against a PBSA asset for urbanest Battersea
Nuveen Real Estate, one of the largest real estate investment managers in the world with $141 billion of assets under management, has provided a senior term facility of £151m to urbanest, the leading Central London student accommodation developer and provider.
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White papersAffordable housing: Where there’s need, there’s opportunity
The UK’s need for an increased supply of affordable housing also creates an opportunity for institutional investors seeking to produce tangible real-world social outcomes.
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Asset Manager NewsL&G NTR Clean Power Fund purchases minority stake in an operating offshore windfarm off the coast of Suffolk, England
The Fund, along with a co-investor, will own 10% of the 714 MW operational project.
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White papersSeven Reasons Why UK DC Savers Need a Lifetime Income Default Strategy
Only a minority can access high quality pension advice—the majority need a lifetime default option.
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White papersUK real estate market commentary: April 2025
Economic fragility has been intensified by the uncertainty related to US trade negotiations, though it is yet to be seen what impact this will have on private real estate markets. Despite this, we continue to see live opportunities across multiple sectors following extensive repricing, while occupier markets remain supported by tight supply conditions.
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White papersMarket mayhem bolsters appeal of liquidity products
Uncertain times call for a different approach. With US$30.3bn inflows in the first week of April alone, we believe now is the right time for money markets to shine.
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White papersUK Real Estate: Talking Points April 2025
Welcome to our quarterly snapshot of 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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Asset Manager NewsSosteneo scales up UK BESS
On 23 April, Sheaf Energy Limited executed revised contracts with Gotion High-tech and key delivery partners to increase the capacity of Sheaf Energy Park from 375MWh to 500MWh. The upgrade – a 33% uplift – will be delivered using Gotion’s next-generation battery technology.
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