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If I had to draw a line separating a ‘before’ and ‘after’ of UK real estate, it would be early in the 2010s. That feels recent for what is often described as the world’s oldest asset class, but back then the investable universe available to institutions was a slither by both scale and sophistication, to what it has now become.

Geopolitical turbulence has reached a new intensity on the Richter Scale over the last six months, amplifying policy. As investors re-examine their long-held exposures, Dominic Bokor-Ingram, Citywire AAA-rated Senior Portfolio Manager, speaks to Asset TV about the diversification opportunities still present in global emerging and frontier markets.

Ian Simmons, Senior Portfolio Manager, joined FocusIR to discuss how structural shifts, improved governance and bottom-up stock selection are redefining opportunities across emerging markets.

Jason Cogley, identifies growing appetite for innovative projects that offer multiple avenues for investment upside while supporting critical national priorities.

Listen to the podcast​   Senior Portfolio Manager ⁠Dominic Bokor-Ingram⁠ joined ⁠Tellimer⁠ CEO, ⁠Duncan Wales⁠, to dive deep into the forces shaping emerging markets today. Dominic and Duncan examine Saudi Arabia’s rapid evolution into an IPO powerhouse and why saturation may now be weighing on valuations. Dominic shares insights on Central Asia’s double-edged impact from […]

In recent years, private markets have experienced an evolution in the importance of ESG issues, both across the wider business community and society as a whole.

In this session we will explore how inflation, rising interest rates, geopolitical tensions, FX volatility and supply chain issues are impacting the infrastructure asset class and how this is affecting investment decisions. We will also look to explore the outlook for infrastructure globally and analyse how fund managers and LPs can capitalise on the opportunities at hand whilst minimising the risks.

Institutional investors seeking high-growth potential with a calculated risk profile should consider the dynamic landscape of small and mid cap (SMID) companies in healthcare and technology. These sectors boast a wealth of innovation, often driven by nimble and adaptable players poised for significant disruption.

Decarbonisation, digitisation and demographic change are transforming infrastructure into one of the most exciting asset classes.

The Scottish residential market is facing a pivotal moment. With pressure on housing supply, rental demand rising and a national housing emergency declared, new solutions are urgently needed.