UK Market Monitor Q1 2024

Real and nominal Gilt yields both increased over the quarter. Real yields averaged an increase of circa 15 bps, while nominal yields increased by circa 30bps. This led to a commensurately higher break-even inflation rate.

European Commercial Ground Rents

Commercial Ground Rents (‘CGR’) provide investors with index linked cashflows that have bond-like characteristics and offer property owners an attractive form of long-term finance. The parties to a CGR are akin to a borrower and lender, although the relationship is governed by a lease not a loan.

European Market Monitor Q4 2023

Higher interest rates have had the desired effect of reducing inflation prints, while also reducing economic growth. Secure income real assets remain attractive to investors seeking long-dated inflation-linked income to meet liabilities and diversify their portfolios.

Secure income made simple guide

This secure income made simple guide will show why secure income can play a role in helping pension investors achieve their investment objectives and that now could be an excellent time to capture the opportunity at an attractive price.