This is not substantive investment research or a research recommendation, as it does not constitute substantive research or analysis. This material should be considered as general market commentary.
Private markets could be the next big opportunity for investors. As part of a series of articles focussed on different aspects of this diverse opportunity set, we look at the characteristics of private market exposure, examining what it brings to a portfolio. In this second article of the series, we look at infrastructure and renewable energy infrastructure, areas of the investment market that have traditionally appealed to very large institutional funds thanks to their high yields and the long duration of assets. Increasingly, investors of all types are recognising the investment opportunities presented by calls following the pandemic to ‘build back better’ in both traditional infrastructure but also in renewable energy. London listed funds exposed to these two broad areas have net assets totalling c. £27bn, providing plenty of choice for private investors wishing to get exposure to this area of the private asset market.
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