Real yields increased similarly across the curve. Market derived inflation expectations remained at similar levels over the quarter across maturities. Actual inflation prints reduced modestly over the quarter, the 12 month CPI increase was 7.9% for the month of June this compared with 10%+ prints in each month of Q1.
AlphaReal, the specialist real assets investment manager, has recently completed the construction of a 13.5MW onshore wind asset near Rigmuir, Scotland.
AlphaReal, the specialist secure income manager, has structured and invested in a portfolio of 28 childcare facilities located across the UK on behalf of the retirement specialist, Just Group plc.
This update summarises the latest news, thought leadership and insights from AlphaReal.
We saw an upward move in both nominal and real gilt yields over the quarter. The nominal curve increased by an average of 26 basis points (bps), while the real curve increased by 31 bps.