In this insight, we focus on Commercial Ground Rents (CGR) – a private market asset class that satisfies many of the investment needs revealed by life insurers in our survey. UK life insurers have invested over £500 million into CGRs over 2023 and in our experience, interest in this asset class is accelerating. We explore why European insurers should consider investing in CGRs. We do this by introducing the asset class and discussing characteristics that are attractive to insurers.
Over the last two years or so there has been a seismic change in the UK pension scheme investment landscape.
Renewable infrastructure is an increasingly popular asset class among institutional investors, with a recent AlphaReal survey highlighting that over 90% of UK pension funds and insurers are looking to increase their allocations over 2024.
Renewable infrastructure assets continue to be deployed at pace across the UK as the country races to achieve net zero by 2050 and decarbonise the electricity system by 2035. Consequently, renewable electricity generation has increased fivefold since 2010.
Upcycling is not only a trend in fashion or furniture, but also an important way of increasing the delivery of social infrastructure across the health, housing and education sectors by giving a new life to redundant real estate assets.
