The reduction was more pronounced at shorter maturities for both curves. Year on year inflation continues to fall and September RPI inflation came in at 1.7% while RPI inflation stood at 2.7%. Interest rate cuts are expected by the market, with a total 50bps cut expected over the two Bank of England meetings to year end. Over the quarter, non-financials corporate credit spreads have increased modestly albeit remaining at historic lows (note the z-spread shown is versus swaps).
AlphaReal, the specialist real assets investment manager has seen its assets under management grow to reach the significant milestone of £5 billion, as the business continues to build for the long-term.
This update summarises the latest news, insights and thought leadership from AlphaReal.
AlphaReal, the specialist real assets investment manager with approximately £1 billion assets under management in renewables, has been successful in securing several 15-year Contracts for Difference (CfD) contracts as it continues to build for the long-term.
AlphaReal has been awarded ‘European Thought Leadership of the Year’ at the Funds Europe Awards 2024. The awards are in their 20th year and are hosted annually to recognise success in the pan-European cross-border funds industry.