Disintermediation post the great financial crisis resulted in a material reigning in of Bank financing.  This opened a gap for private capital to plug and support debt financing of a broad array of corporate, financial and real asset investments. In this Panel we examine some of the more unique o...

Despite recent industry focus on Diversity, Equity & Inclusion (DE&I), women remain significantly under-represented in senior portfolio management positions. In the third of our Women In Portfolio Management series we welcome female investment leaders to investigate. Emily Chew of Morgan ...

Inflation!!  After well over a decade of talking about whether it would ever reappear, it is most definitely back and then some!  The fires have been stoked by pandemic stimulus packages, supply chain snarl-ups and more recently an energy crisis in large part brought about by the harrowing confli...

The climate crisis remains THE issue the global community faces in the decades to come, and the UK has a big part to play in transitioning to low carbon energy sources as we target Net Zero. Massive investment and innovation is needed to develop and install renewable energy capacity, but also to ...

The pandemic brought huge pressure to bear on public finances, with resultant pressure on local communities and public services. This funding gap provides an opportunity for patient capital to invest in Social Infrastructure for return, inflation protection and impact, increasingly important dual...

Truly diversifying assets remain a challenge to find.  In this context, Natural Capital includes sub-asset classes less commonly invested, but offering very attractive characteristics from a portfolio construction perspective. ESG and Impact credentials are also key considerations and Natural Cap...

2021 was a challenging year for Fixed Income investors, with 2022 showing little signs of calm:  All the signs are inflation is increasingly entrenched and Central Banks have acted.  Conflict in Eastern Europe will only exacerbate inflationary pressure, especially in commodity prices. The cost-of...

Until recently, access to Private Markets investments has largely been the preserve of the largest, most sophisticated and predominantly institutional investors. However, with very attractive risk/return prospects, the case for democratising access to private wealth investors is strong. Innovativ...

Until recently, access to Private Markets investments has largely been the preserve of the largest, most sophisticated and predominantly institutional investors. However, with very attractive risk/return prospects, the case for democratising access to private wealth investors is strong. Innovativ...