A word in your shell-like | Issue 4
Welcome to the fourth issue of Gravis's LinkedIn newsletter, providing you with our latest views and news.
Gravis Views
Matthew Norris, CFA , Director of Real Estate Securities at Gravis , highlights the shift in property investing from focusing solely on location, to considering sector-specific trends and asset quality. He outlines the benefits of an actively managed portfolio of REITs and describes the growth opportunities amid changing market dynamics.
Albane Poulin , Head of Private Credit at Gravis , explores the different structures for private credit funds - closed-ended private funds, open-ended funds, long-term asset funds (LTAFs), and investment trusts. She discusses the pros and cons of each for pension funds looking to allocate capital in private credit markets.
Robyn MacHugh, CFA , Associate Director at Gravis , examines the current state of the electric vehicle (EV) sector in the UK, investment opportunities in EVs and charging infrastructure, and the importance of government support for the transition to net-zero emissions in the transport industry.
Gravis News
Recommended by LinkedIn
Baroness Sharon Bowles and William MacLeod , Managing Director at Gravis , discuss the Private Members’ Bill intended to resolve the issue of UK-listed investment company cost double-counting.
Matthew Norris, CFA , Director of Real Estate Securities at Gravis , discusses how the UK REIT sector is poised for growth, driven by six key factors which are creating an optimal environment for a re-rating.
Philip Kent , CEO at Gravis , discusses the UK's new political landscape, including Labour's focus on decarbonising the electricity grid by 2030 and achieving net zero by 2050. He describes how this presents significant opportunities for infrastructure investments, particularly in renewable energy.
Click here to explore more views and news from the team: Views & News | Gravis
Professional investors only. Capital at risk. The content of this newsletter should not be taken as investment advice.