The Covid-19 pandemic caused enormous disruption and impacted the way we live our lives both at work and in leisure.  The implications for real estate are stark and significant. Trends in retail have been evident for many years with the pandemic further accelerating the share of retail transactio...

Small cap equity investment is always a fascinating area to explore.  Often under-researched and avoided by larger investors due to illiquidity and insufficient capacity, the space brings great alpha potential for the savvy, specialist investor. In this panel, we went ‘round the world’ exploring ...

Despite recent industry focus on Diversity & Inclusion (D&I), women remain hugely under-represented in senior portfolio management positions. In this Panel, we were delighted to welcome three female investment leaders to explore why that is, what can be done to improve female representati...

Equity Income remains the bedrock of many a client portfolio.  As we emerge from the unprecedented covid shock, we explored the outlook for equity income across key regions and what companies have learned to manage future disruption. We welcomed specialist equity income investors from three key g...

The hunt for yield to pay cashflows is a constant challenge with ongoing stimulus resulting in rock bottom yields in investment grade bond markets. Real Estate assets are a natural hunting ground: They offer attractive characteristics including, long dated and often inflation-linked cashflows. In...

In a post-GFC world of monetary stimulus where higher quality investment grade and secure income assets are hoovered-up by well funded entities and insurers, elevated yield in liquid fixed income has been challenging to secure. Many investors though, from under-funded DB pension schemes to privat...

Deprivation, poverty and entrenched place-based inequality have been further exacerbated by COVID in communities across the UK.  The publication of the Impact Investing Institute’s white paper “Scaling up institutional investment for place-based impact” has highlighted how investing in real estat...

The million-dollar question in fixed income in the last decade plus: Where to find Yield?  Something that’s been exceptionally hard to come by in liquid public credit markets without taking considerable duration or credit risk. Disintermediation of bank financing post GFC has opened a seam of opp...

Not for a century has the global community had to navigate its path through a cataclysmic pandemic.  Finally, positive signs are emerging:  Most developed markets are at advanced stages of vaccine roll outs.  The result: V-shaped GDP recovery forecasts, but also the signs of emerging inflationary...