Private markets are entering 2026 from a higher base than in recent years, shaped by a mix of resilient economic data, cautious investor sentiment, and improving liquidity. After a long period of dislocation and selective deployment, the current environment is beginning to favour re-engagement, albeit selectively.
The past year saw global activity hold up better than expected, supported by easing inflation and a shift in monetary policy stance across key economies. While short-term volatility remains likely, especially with equity and credit markets near historic valuation highs, there is a growing sense that many of the headwinds that stalled private deal activity have begun to ease. The return of liquidity in credit markets, stabilising interest rate expectations, and an uptick in secondary transactions all suggest that markets are slowly reopening for business.
Real Estate Credit Investments Limited (LON:RECI) is a closed-end investment company that specialises in European real estate credit markets. Their primary objective is to provide attractive and stable returns to their shareholders, mainly in the form of quarterly dividends, by exposing them to a diversified portfolio of real estate credit investments.
