Insights

Thinking from the R2 Team

Sector analysis, investment commentary, and market perspective.

Why SEND Provision Is One of the UK’s Most Compelling Investment Sectors

SEND pupil numbers have doubled in a decade. Local authorities have a statutory duty to place every child. Why this creates a durable investment case.

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Alternative Income Strategies in an Era of Rate Normalisation

How does secured private credit fit into a portfolio in a 4.5% rate environment? R2 explains the risk-return case for asset-backed alternative income.

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The Investment Case for Children’s Residential Care

A deep dive into the investment fundamentals of UK children's residential care — non-discretionary demand, Ofsted barriers, and the national placement shortage.

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