In the Media

In a guest contribution for Swiss newspaper Neue Zürcher Zeitung, Head of Infrastructure Esther Peiner talks about the benefits of investing in infrastructure and some of the themes we are watching in the space. With the asset class now also available in an evergreen structure, individual investors can now also access this investment opportunity.

In this new keynote interview with PERE, Eric Shepsman and Henrik Orrbeck, our co-heads of real estate for the Americas and Europe respectively, take an in-depth look at the residential housing markets on each side of the Atlantic. Eric and Henrik discuss common growth drivers, how we identify attractive markets for investment, and which subsectors, such as student housing or senior living, are performing the strongest.

Nicholas Kuys and Ismail Afara from our Infrastructure team in APAC and Europe respectively spoke with Infrastructure Investor about the rapid growth of the data center market in these regions. In this wide-ranging interview, Nicholas and Ismail discuss the drivers for the rising data demand and how investment opportunities outside of the mature US data center market are becoming ever more attractive.

The huge growth of the private credit asset class has created a vast set of opportunities across different vintage years for secondaries transactions. The need for liquidity amongst LPs following lower distributions in recent years has further turbocharged this secondary market. Henri Lusa, Callum Smith, and TJ Bakshi from our Private Credit business spoke to Private Debt Investor about the transaction landscape, where we see innovation, and why we believe the private credit secondaries market is here to stay.

Our Head of Royalties, Stephen Otter, sat down with Private Equity International to talk about the latest trends across the private markets royalties asset class. In this interview, Stephen outlines why a cross-sector investment approach is our preferred model, why we believe royalties investing is best suited to evergreens, and where we see innovation in the market.

Real estate is “no longer a physical asset class or a financial asset class,” Mike Bryant, our Global Head of Real Estate, recently told PERE. In a wide-ranging interview, Mike outlines the evolution of our direct investment strategy; the progress we have made in expanding our operational capabilities to build vertical depth in key sectors; and how the corporate acquisition of specialist operators like Empira Group, as well as strategic stakes in Trinity Investments and Citivale, underscore our conviction in operational real estate, enabling access to an even wider range of thematic opportunities for our investors. Mike commented that real estate “is at an inflection point in history” and with our growing operational expertise we should be well-positioned for the next cycle.