Insights

Thinking from the R2 Team

Sector analysis, investment commentary, and market perspective.

Sunlit classroom with wooden desks and chairs

Sector Focus 6 min read

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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Aerial view of the City of London skyline and the River Thames

Investor Education 5 min read

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.

Warm, homely living room with a sofa beside large windows

Sector Focus 7 min read

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.