Allocator-oriented. Data-led. Released as our research programme matures.
An institutional primer on the depth, structure and attractiveness of UK private markets — built for pension and long-term capital allocators evaluating domestic private market exposure.
Point Break's research programme examines the role of UK private markets in long-term portfolio construction, with a focus on productive finance, domestic investment, and five core asset classes.
An institutional primer on the depth, structure and attractiveness of UK private markets — built for pension and long-term capital allocators evaluating domestic private market exposure.
The UK fiscal and growth trajectory, and why the next decade requires pension portfolios to shift toward productive assets — for savers and the economy alike.
The opportunity Point Break is documenting, the evidence we are surfacing, and the questions we believe institutional allocators need answers to.
Buyout, growth, take-privates and special situations through the lens of long-duration domestic capital — and where UK PE compounds best for pension portfolios.
The UK growth-stage funding gap, the Mansion House policy tailwinds, and the case for institutional capital behind the next generation of UK champions.
Net Zero, transport, digital and regional renewal. The UK infrastructure opportunity set, and what it requires from domestic pension capital to unlock at scale.
Bank-lending dislocation has reshaped UK mid-market financing. A sector view of direct lending, special situations and the credit spectrum for institutional allocators.
Living, logistics and heritage. UK real estate through long-term demographic and policy tailwinds — why thematic positioning matters more than cycle timing.
UK DB schemes hold £200–300bn of structurally idle surplus. The case that allocating to UK private markets is a fiduciary question, not a policy preference.
Our inaugural research series will be published throughout summer 2026. Register your interest to receive each report as it is released, together with the supporting data and institutional commentary.
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