Insights

A shift in demographics and lifestyles is driving the real estate living sectors – whether temporary living space like hotels, or permanent living space like housing and student accommodation through to retirement and care homes – into the realm of mainstream asset classes.

Though duration was the friend of fixed income in 2019, the lack of duration in the floating-rate loan did not detract from its appeal and the market again exhibited fewer wild swings than other asset classes – but will 2020 bring more of the same? In this paper, our Leveraged Finance fund management team share their views on the dynamics that drove the European leveraged loan market in 2019, and discuss the prospects for the asset class this year.

From reliable, secure, inflation-linked cashflows, to defensive characteristics during downturns, listed infrastructure has attractions for pension schemes and other investors alike. This paper identifies the diverse investment opportunities available.