Technology

Northern Gritstone chief executive Duncan Johnson believes creating globally significant companies requires much more than capital. He talks to PMP about clusters, talent, investment discipline, infrastructure and the opportunity presented by defence.

The rise of dual-use technologies is blurring the line between commercial and defence markets, creating new growth pathways for UK SMEs and a broader opportunity set for investors, say Andy Bloxam and Matt Smith of Foresight.

Head of UK venture talks to PMP about the manager’s aim of channelling DC pension capital into high-growth technology and life sciences companies.

Asset owners need to appreciate that their return targets and responsible investment aims all depend on the nation maintaining sufficient resilience and defensive capabilities.

Multi-pronged approach seeks to overcome the traditional reliance on overseas pension scheme capital

UK scale-ups continue to raise less capital than US peers, but pension funds and asset managers say new vehicles are emerging to bridge the £50m-plus funding gap.

Europe’s largest economy is in a strong position to develop the next generation of critical technologies, writes Michael Lewis, head of ESG research at DWS, supported by government initiatives.

As governments accelerate spending and security priorities shift, private capital is moving deeper into the defence ecosystem. For institutional investors, the change is testing assumptions about risk, responsibility and their role in delivering security and resilience.

By Beverley Gower-Jones, managing partner, Clean Growth Fund

Rohini Pahwa, Arjun Infrastructure Partners, says identifying digital infrastructure assets with long-term, predictable cashflows and genuine barriers to entry requires a disciplined approach grounded in market structure, counterparties and management quality

Clean Growth Fund’s Beverley Gower-Jones says the UK offers not only the innovation and policy environment needed to drive climate solutions, but also the volume and depth of opportunity for investors seeking both impact and returns.

Healthcare and life sciences are attracting institutional capital – but governance and fiduciary challenges remain barriers for both LGPS and DC funds