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

Clocks at a station
Investment strategy

Is ‘timing the market’ applicable for private markets?

In this blog post, we look at whether short-term volatility can create an attractive entry point for private market investments, despite the long-term nature of...
Lushan Sun
By  Lushan Sun
21 Oct 2025
4 min read
Office window
Real assets

UK Commercial Property – moving up the gears

In this blog, we recap our recently released views on the UK’s commercial real estate market and assess how investors are currently viewing the sector.
Bill Page
By  Bill Page
15 Oct 2025
4 min read
UCL main campus
Real assets

University-linked investments: Selectivity and opportunities within private markets

The UK Government’s legislative priorities highlight, in our view, the importance of working with universities to support spinouts, and the critical nature of infrastructure such...
Bill PageDr. James TyrrellLushan Sun
By  Bill Page, Dr. James Tyrrell, Lushan Sun
23 Sept 2025
3 min read
Manchester University
Real assets

The economic case for University-linked investments

L&G’s Private Markets research team recently published a major report into university investment earlier this year called “UK Universities: A Nexus for Private Market Investment”....
Bill PageDr. James Tyrrell
By  Bill Page, Dr. James Tyrrell
11 Sept 2025
3 min read
servers in a corridor
ESG and long-term themes

Generative AI in data centres part 3: How GenAI shapes AI sovereignty and data centre investment

In part 1 of this blog series, we introduced the physical infrastructure needs for data centres that support AI. In part 2, we described how...
Dr. James Tyrrell
By  Dr. James Tyrrell
13 Aug 2025
4 min read
Data centre server racks
ESG and long-term themes

Generative AI in data centres part 2: The evolution of GenAI and data centre investment implications

In the second of our latest digital infrastructure blog series, we explore the evolution of GenAI and its possible impact on demand for data centre...
Dr. James Tyrrell
By  Dr. James Tyrrell
22 Jul 2025
4 min read
Radcliffe Camera
ESG and long-term themes

UK universities: A nexus for Private Market investment

Our report examines the economic drivers, growth potential, potential achievable returns, and the place for university-related investments in institutional investors’ portfolios.
Bill PageRobin MartinLushan SunDr. James TyrrellMichael Adefuye
By  Bill Page, Robin Martin, Lushan Sun, Dr. James Tyrrell, Michael Adefuye
18 Jul 2025
1 min read
City scape
Markets and economics

Investing in innovation: The UK’s VC sector in 2025

In this blog, Chris Hopkins, Head of Venture Capital, takes a high-level look at the current state of the VC space, with a particular focus...
Chris Hopkins
By  Chris Hopkins
16 Jul 2025
4 min read
riding out
Fixed income

Riding out regime change in fixed income

We assess how public and private credit investors can navigate macro volatility, while questioning the enduring strength of US Treasuries...
Matthew ReesRoss McDonaldLushan SunMatthew Rodger
By  Matthew Rees, Ross McDonald, Lushan Sun, Matthew Rodger
14 Jul 2025
7 min read
uk proposal
Investment strategy

How pension proposals could power sterling assets

We assess the extent to which UK government plans might boost investment into private market assets and bolster economic activity.
Bill PageMathew WebbMartin Dietz
By  Bill Page, Mathew Webb, Martin Dietz
10 Jul 2025
6 min read

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