Browse research

The Advantages of Investing in Infrastructure and Other Real Assets - Guggenheim Investments

Guggenheim Investments outlines the investment case for infrastructure and real assets, citing a multi-trillion-dollar funding gap driven by decades of underinvestment and secular megatrends including digitalization, dec…

17 Jun 2026

Principal Asset ManagementPrivate Markets

2026 Mid-year Inside Real Estate outlook | Principal Asset Management

Principal Asset Management's mid-year 2026 update on commercial real estate (CRE) argues that the global CRE recovery remains intact despite heightened geopolitical volatility, rising yields, and a narrowing economic mar…

17 Jun 2026

PerpetualPrivate Markets

Private credit: Where it fits – and what to watch

Perpetual Asset Management's Greg Stock and Michael Murphy outline their approach to private credit, emphasising capital preservation over return maximisation, avoidance of property developer lending, and the importance…

17 Jun 2026

PerpetualPrivate Markets

Building something that lasts – a family office case study

Perpetual Private presents a case study of a multi-generational Australian family business (Williams Batters) and how its owner, Bill Cook, uses Fordham's Family Office service to integrate business accounting, tax, supe…

17 Jun 2026

Fiera CapitalPrivate Markets

Q&A: Building Long-Term Value Through Global Timberland – Fiera Capital

Fiera Comox's Head of Natural Capital, Jeff Zweig, outlines the firm's Global Sustainable Timberland strategy, which targets a diversified portfolio of privately owned, softwood-dominant timberland assets in stable geogr…

16 Jun 2026

Wellington ManagementPrivate Markets

CRE debt's role in an insurance portfolio | Wellington Singapore Intermediary

Wellington Management argues that transitional CRE debt is underutilized in insurance portfolios, which average only 2.8% in real estate versus 66.1% in fixed income, and that first-lien floating-rate CRE loans can offer…

15 Jun 2026

DWS GroupPrivate Markets

Europe Property Performance Monitor | DWS

DWS's June 2026 monitor reports that European private real estate delivered stable but moderate returns in early 2026, with performance driven primarily by rental income rather than capital appreciation. Sector dispersio…

15 Jun 2026

PIMCOPrivate Markets

How Large Is Private Credit’s Total Addressable Market, Really? | PIMCO

PIMCO's Lotfi Karoui argues that popular private credit TAM estimates are inflated by conflating outstanding loan stocks with substitutable flows, and that the concept is most rigorously applicable to asset-based finance…

15 Jun 2026

Apollo AcademyPrivate Markets

Private Credit Secondaries: A Differentiated Way to Access Private Markets

Apollo Academy examines private credit secondaries as a distinct access point to the $40 trillion private credit market, highlighting benefits such as exposure to seasoned portfolios, enhanced asset visibility, and poten…

12 Jun 2026

PIMCOPrivate Markets

Real Estate Outlook: Real Estate Reckoning | PIMCO

PIMCO's inaugural Global Real Estate Investment Forum outlook argues that rising rates, bank stress, and ~$2.4 trillion in maturing global real estate loans are triggering price declines not seen since the GFC, creating…

12 Jun 2026

BlackstonePrivate Markets

Hard Assets in a Changing World

Blackstone makes a bullish case for private real estate and infrastructure as complementary portfolio building blocks, citing structural megatrends—AI-driven data demand, supply chain reconfiguration, and rising power co…

11 Jun 2026

UBS Asset ManagementPrivate Markets

Private markets: The Red Thread – Alternatives | UBS Global

UBS Asset Management argues that persistent structural uncertainty—driven by geopolitical fragmentation, AI-related disruption, and evolving private credit dynamics—makes active, conviction-based allocation essential in…

11 Jun 2026

UBS Asset ManagementPrivate Markets

Evolving for real estate 3.0 | UBS Global

UBS Asset Management's CIO of Real Estate, Larissa Belova, argues that the next real estate cycle will be fundamentals-driven rather than supported by cap rate compression, requiring investors to adopt granular asset sel…

11 Jun 2026

UBS Asset ManagementPrivate Markets

Logistic and Transport | UBS Global

UBS Asset Management presents a structural investment case for UK multi-let industrial (MLI) real estate, highlighting a severely constrained development pipeline (under 1% of existing stock), diversified occupier demand…

11 Jun 2026

UBS Asset ManagementPrivate Markets

Asia Pacific real estate outlook – Edition June 2026 | UBS Global

UBS Asset Management assesses APAC real estate markets against a backdrop of an Iran-conflict-driven energy-price shock, rising interest rates, and IMF growth forecasts that remain positive but uncertain for 2026. Japan…

11 Jun 2026

Loomis SaylesPrivate Markets

Credit convergence: A framework for public-private income solutions

Loomis Sayles portfolio managers from the Full Discretion, Private Credit, and Structured Finance teams present a video-based framework examining the convergence of public and private credit markets. The piece outlines a…

10 Jun 2026

Fiera CapitalPrivate Markets

Mid-Market Infrastructure Debt: A Defensive Allocation for a Changing Market Environment – Fiera Capital

Fiera Capital's white paper argues that mid-market infrastructure debt offers institutional investors a differentiated allocation combining resilient income, lower volatility, and reduced correlation to other asset class…

10 Jun 2026

DWS GroupPrivate Markets

Real Estate Strategic Outlooks: Mid-Year 2026 | DWS

DWS's Real Estate Research team presents its mid-year 2026 outlook across U.S., European, and Asia Pacific commercial real estate markets, highlighting supply-side constraints, sector-level divergence, and the ongoing re…

10 Jun 2026

Apollo AcademyPrivate Markets

Private Equity: Six Key Considerations for Investors

Apollo Academy examines six key considerations for private equity investors, addressing topics such as why PE historically outperforms public markets, whether the return-generation environment has structurally changed, t…

9 Jun 2026

Fiera CapitalPrivate Markets

Why Surplus LGPS Funds Should Address the Housing Shortage – Fiera Capital

Former LGPS Central CEO Mike Weston argues that UK Local Government Pension Scheme funds, sitting on an estimated £147bn surplus, are well-positioned to deploy capital into residential housing amid major pooling reforms.…

9 Jun 2026

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