Private Shares report on Britain's new prime minister, the Autumn Budget, Bank of England rate path, Sterling, Gilts and market implications into 2027.
Research & briefings
Confidential briefings prepared for clients, investors and strategic partners. Each report distils where capital is flowing, where it is not, and what the desks we work with are actually pricing.
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Prepared for Private Shares clients and professional readers following UK policy, rates and capital markets.
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Reports are prepared for institutional and professional clients only. Distribution is restricted. Nothing on this page constitutes investment advice or an offer to transact.
Market Outlook
H1 2026 · Issue 01
Where rates are actually heading, why lenders are prioritising quality over volume, and which themes — energy infrastructure, battery storage, AI compute, ECA-backed trade — are attracting institutional capital into 2026.
5 pages
Shipping Update
H1 2026 · Issue 02
Vessel markets, charter rates, orderbook dynamics, asset values and the financing backdrop shaping maritime opportunities in 2026 — including ECA-backed structures for Turkish, Greek and GCC owners.
6 pages
UK Policy & Rates
H2 2026 · Issue 03
What the leadership change means for the Autumn Budget, the Bank of England rate path, Sterling and Gilts — and how corporates, sponsors and lenders should position portfolios into 2027.
10 pages
Special Report
September 2026 · Issue 04
Middle East escalation, the energy shock and the case for fixing borrowing costs — how three pressured chokepoints transmit through oil, freight and inflation into SOFR, SONIA and EURIBOR, what each basis point costs a borrower, and how to weigh fixing, floating and partial hedging.
14 pages