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.
Podcast: Investing in the UK – Real estate and beyond
This week on the podcast, we’re looking at the UK, exploring what might be in store for investors in real estate and certain related asset... 
Chart of the month: EU-turn
One of our potential surprises for 2025 was a resurgence in non-US equities. In this vein, it’s certainly been a bumper start to the year... 
Webinar: InfraGrowth: What’s driving Europe’s infrastructure transition?
Senior portfolio managers from L&G and NTR recently sat down for an IPE-led webinar to discuss the key drivers behind Europe’s transformative infrastructure journey. 
The great unravelling?
The initial bout of optimism around President Trump’s agenda for the US economy appears to be fading as uncertainty rises. Is this just a temporary... 
Sub-investment grade private debt investment opportunities for life insurers under Solvency UK reform
Solvency UK reforms are allowing life insurers to assess investments in additional asset classes. One area that may be of particular interest is sub-investment grade... 
UK Office Real Estate: Faith, hope and clarity
Digesting some of the chatter over the past few years about the state of the UK office sector, we look at where they may be... 
Podcast: Germany’s debt brake, Chinese tech and political polarisation – Market Talk
Ben Bennett, Head of Investment Strategy for Asia, shares his take on the big topics in markets today. 
How could the oil sector navigate the energy transition?
Few industries are as exposed to the energy transition as oil. What options does it face in a future of uncertain demand? 
Navigating the UK REIT market: The impact of interest rates and valuations
With central banks beginning to cut rates and inflation moderating, the REIT market appears to be at an inflection point. Now seems an opportune moment... 
DB chart update: S&P500 in 2025. Treble 20?
With US equities delivering returns of over 20% in each of 2023 and 2024, how could DB schemes still seeking growth position portfolios this year? 
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