United Kingdom: Investment Strategy

Leading M&A experts from McCarthy Tétrault, Sullivan & Cromwell, and White & Case examine how electricity demand, AI infrastructure, and energy security are fundamentally reshaping capital deployment strategies across infrastructure and energy sectors. The discussion explores where investors are finding the most compelling opportunities as the energy transition evolves beyond decarbonisation into a broader infrastructure buildout story.

The UK Living sector attracted £4.4 billion in investment during the first half of 2026, yet rising costs, regulatory complexity, and economic uncertainty are creating barriers between institutional capital and housing delivery. While investor appetite remains strong, particularly for Single Family Rental assets, the challenge lies in deploying capital efficiently at the scale required to address the UK's accommodation shortage.

Ready-to-drink (RTD) beverages have outpaced every other segment in the beverage alcohol landscape over the past decade, sitting at the intersection of health and wellness, premiumization, and convenience. Winning in this category requires a fundamentally different operating model with compressed innovation cycles, social-first marketing, and rebuilt margin architecture around premium price points.

As Europe scales up its defence capabilities, private capital is increasingly needed to fund this expansion. While policymakers are eager to attract alternative asset managers and sustainability regulations pose minimal barriers, significant challenges around reputational concerns, ethical considerations, and human rights due diligence remain unresolved.

The Renters' Rights Act 2025 fundamentally transforms England's private rental sector by abolishing assured shorthold tenancies and section 21 "no fault" evictions, creating significant operational challenges for purpose-built student accommodation and build-to-rent schemes. This analysis examines how institutional investors and operators are adapting to the new assured periodic tenancy regime, enhanced tenant protections, and revised rent increase mechanisms that introduce unprecedented uncertainty into in

What makes exits so challenging in today's private equity landscape, and how can GPs navigate the forces within and beyond their control? This podcast miniseries brings together leading industry experts to share actionable strategies for generating successful exits during a period marked by their scarcity, exploring everything from market conditions to talent, technology, and value creation decisions.

Welcome to the latest edition of our investment management update. This publication has been tailored to highlight topical news, cases and changes in the law impacting the investment management sector.

The Financial Conduct Authority has released a series of regulatory updates and priorities for the investment management sector, introducing new operational resilience requirements, reforming advice market rules, and modernizing the redress system. These developments signal significant changes in how firms must approach consumer protection, operational incident reporting, and third-party arrangements while balancing growth objectives with regulatory compliance.

Industrial automation is a large and growing market, driven by the convergence of AI, Industry 4.0, smart manufacturing, and clean energy investment.