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.
Real assets
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... 
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... 
Digital infrastructure: Charting the course in 2025
After proving fairly resilient in 2024, we look at what the remainder of 2025 may have in store for digital infrastructure – including the potential... 
What does bond yield volatility mean for private credit?
The start of 2025 saw investors having to grapple with significant market volatility. For private credit, we see no reason to panic at this stage... 
A sector approach: UK real estate in 2025
With January’s bond yield-led volatility calming down, we take stock of real estate as an asset class, looking at which sub-sectors might be of interest... 
Income and impact: Opportunities in affordable housing
Why we see a potential opportunity for private institutional capital to work in partnership with the public sector to address the UK’s affordable housing needs. 
Sector focus: Continuing our 2025 private credit outlook
In the first part of our 2025 private credit outlook, we offered a broad overview of the prospects for the asset class over the next... 
Assessing long-lease real estate as an option in run-on strategies
With the potential to offer inflation-linked, investment-grade income and a healthy yield premium over index-linked gilts, long-lease real estate could be an attractive choice for... 
High interest rates and low defaults? A 2025 private credit outlook
In our first instalment of our 2025 outlook, we outline why we believe private credit is well-positioned for 2025, supported by still-elevated interest rates, positive... 
Unlocking quantum potential: Securing digital infrastructure
Why we believe the efforts to ensure data security in the quantum computing age will have significant implications for digital infrastructure investment. Recommended content for you
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