Private Markets Investment Outlook Q2 2026: Recovery, redefined

Despite a broader market recovery and reduction in hostilities in Iran, uncertainty remains a defining feature of the investment landscape – and a focus on resilience and selective diversification remain key to achieving portfolio objectives.

Continuation investments continue to grow – and to reshape the buyout market

On the back of a record – and ahead of forecast – 2025, our analysis continues to point to significant growth in the market for continuation investments over the coming decade, driven both by buy-side demand and supply-side drivers.

New horizons in private credit: why infrastructure debt stands out today

In a market shaped by geopolitical volatility and renewed inflationary pressures, investors are reassessing how they build resilient income allocations.

Real Estate Investment Outlook: Poised for recovery, but facing headwinds

A nascent recovery could be stalled, but our valuation framework continues to point to a potentially attractive sequence of vintages in which to invest.

The future happens in private

Many of the greatest changes in the world are being fuelled by private capital. Find out how we can give you direct exposure to the themes that are shaping our world.

    The expert edge in private markets

    At Schroders Capital, where we go, we lead.

    We harness our pioneering track record and specialist, expert edge to identify and transform areas of structural inefficiency and opportunity across global private markets. Through our focus on value creation, and enabled by our specialised mid-market expertise and global network, we unlock opportunities and deliver superior risk-adjusted returns at scale in the most attractive and high-growth segments of this evolving investment universe.

    Underpinning everything we do is the strength and stability of Schroders Group, drawing on more than 220 years of heritage to provide enduring partnerships and confidence to help our clients reach their financial goals.

    Our global platform

    Data as per 31 December 2025

    $112 bn

    assets under management

    820+

    employees worldwide

    425+

    investment professionals

    25

    locations around the world

    Our investment capabilities

    • Uncovering untapped opportunities to deliver transformational value

      Our global platform unites strong local teams that source, transform and manage investments across the private equity market spectrum. We leverage our investment, portfolio management and sustainability expertise to deliver consistently high risk-adjusted returns through diligence and skill.  

    • Sourcing diversified and premium income opportunities

      Private and alternative credit markets rely on experience, sourcing capabilities, ability to identify inefficiency and flexibility. As pioneers and innovators, we have long standing expertise and relationships to navigate these markets.

    • Delivering resilient, future-proof real estate portfolios

      Real estate markets are constantly adapting to changing occupier needs, demographic shifts, and social and environmental demands. These changes create opportunities for investors who can align with long-term fundamental drivers, or short-term supply constraints and market inefficiencies. 

    • Unlocking opportunities for resilient and high growth returns

      Our investors trust us to tap into the return stability and high-growth potential that energy transition infrastructure can offer. The team’s origination abilities, skilful execution of transactions and technical asset management expertise give us the capabilities to consistently deliver, with the agility to capitalise on opportunities across the risk spectrum.  

    • Transforming complexity into clarity

      We take on investment complexity so our clients do not have to, delivering portfolio solutions that blend multiple private market asset classes and strategies, spanning both Schroders Capital's specialist investment teams and external managers. Each investment strategy is carefully selected and implemented to align with institutional and wealth clients’ unique requirements, including return, risk, liquidity, structuring and other constraints.

    Case studies

    Gain a deeper understanding of how we navigate the opportunities across our private market strategies through our investment case studies.

    Latest insights