Real Assets
Alternative Fixed Income

What To Expect from Real Asset Debt

Published on
September 23, 2022
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One of the attractions of Real Estate and Infrastructure Debt is the illiquidity premium that can be earned. But how does that basis point boost perform in a down turn?

Whilst private debt has gained popularity with institutional investors as an alternative to bonds in a rising rate environment, many are new to the asset class. With traditional bond markets struggling year to date, investors are now researching the ability of illiquid assets to outperform in a recession. And critically, which specific market segments will maximise the premium differential as and when public markets rebound.

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