Disclaimer: Views in this blog do not promote, and are not directly connected to any L&G product or service. Views are from a range of L&G investment professionals, may be specific to an author’s particular investment region or desk, and do not necessarily reflect the views of L&G. For investment professionals only.

Refurb flats
Investment strategy

Applying growth equity investing to operational real estate

On the back of our recent report looking at investing in real estate operating companies, we assess how growth equity investing can be applied to...
Robin MartinBill Page
By  Robin Martin, Bill Page
13 Nov 2025
3 min read
AI Boom
ESG and long-term themes

Webinar: Are we in an AI boom or bubble?

A trio of L&G investment experts recently recorded a webinar to discuss the wide-ranging implications of artificial intelligence (AI) for investors.
L&G’s Asset Management business
By  L&G’s Asset Management business
12 Nov 2025
1 min read
QER25 Q3
ESG and long-term themes

Our global engagement to deliver positive change

During the third quarter of 2025 we continued to engage with companies, industry peers and policymakers, voting on behalf of our clients on a wide...
Investment Stewardship team
By  Investment Stewardship team
12 Nov 2025
1 min read
Cardiff city centre
Investment strategy

Long-term capital meets long-term purpose: The future of UK long-income real estate

As investors seek resilience, performance, and purpose from their allocations, long-income is gaining traction.
Sammie StantonDerek Gilby
By  Sammie Stanton, Derek Gilby
11 Nov 2025
3 min read
penny pick
Markets and economics

Words of wisdom? ā€œPicking up pennies in front of a steamrollerā€

Our Well-known Investment Saying Evaluation (WISE) index provides an assessment of some well-worn financial aphorisms.
Asset Allocation team
By  Asset Allocation team
10 Nov 2025
2 min read
data centre
ESG and long-term themes

From cloud to cash: How hyperscalers are funding AI expansion

Big Tech’s funding of AI infrastructure is well known. In this blog, we address how hyperscalers are financing their efforts in the technology and answer...
Suzanna EllardJohn Daly
By  Suzanna Ellard, John Daly
06 Nov 2025
4 min read
Agent AI
ESG and long-term themes

Agentic AI: the next frontier in artificial intelligence for investors?

AI is transforming industries at scale, and agentic AI could accelerate this trend. Learn how to capture the potential opportunity while seeking to manage downside...
Aude Martin
By  Aude Martin
06 Nov 2025
3 min read
Warehouse
Markets and economics

UK Industrial: Positioning for the next phase of growth

Read our latest report on the evolving Industrial Real Estate landscape
Bill PageMatt Soffair
By  Bill Page, Matt Soffair
05 Nov 2025
1 min read
for gilt
Markets and economics

Solutions chart update: ForGilt me not

Gilts have been a recent standout performer in fixed income. Since peaking around the start of September, 30-year gilt yields extended their run lower through...
Robert Pace
By  Robert Pace
05 Nov 2025
2 min read
sell may
Markets and economics

Words of wisdom? ā€œSell in May and go awayā€

Our Well-known Investment Saying Evaluation (WISE) index provides an assessment of some well-worn financial aphorisms.
Asset Allocation team
By  Asset Allocation team
04 Nov 2025
2 min read

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