Real estate, infrastructure and private equity

Views from our asset class experts

Real estate

Staying the course

Economic fundamentals should continue to support real estate

By Paul Guest, Lead Real Estate Strategist

Over the remainder of 2018, economic fundamentals should be supportive of further solid real estate performance.

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Private equity

Private equity delivers

Strong performance drives investor interest

By Matthias Goegele, Head of Multi-Managers Private Equity Europe

Over the past 12 to 18 months, private equity has continued to attract strong inflows both globally and across various investment strategies.

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Infrastructure

Private capital required

Increased regulation does not overshadow the opportunity

By Declan O'Brien, Senior Analyst, Research and Strategy Infrastructure

We believe that the current backdrop offers institutional investors an attractive opportunity to step into infrastructure debt and benefit from long duration, stable debt assets with highly visible cashflows.

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