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
2026 global outlook: Risk and reward amid an AI revolution
We devote much of our outlook to tackling key questions for investors raised by this period of extraordinary technological change. 
Private equity and private credit: A recovery and a party?
In private equity, we’ve observed a lack of valuation correction and concentrated growth. Meanwhile, private credit is defined by softening yield and tight spreads, meaning... 
Real estate in 2026: Will the holding pattern continue?
Global real estate remains in somewhat of a ‘holding pattern’. Medium-term expectations look reasonable on the back of historic repricing. However, investment volumes and fund... 
Infrastructure: A look back at a look ahead
Infrastructure saw record fundraising in 2025 driven by megafunds. Transaction volumes, particularly asset creation, continue to be driven by digital and power demands, but face... 
Demystifying private credit ratings
Private credit’s been in the headlines of late. In this blog, we address some of the misconceptions about how the asset class is rated. 
What’s next for Private Markets?
In this blog series we summarise the key developments in private markets over 2025 and our expectation for 2026. 
How can platform investing be deployed to meet wider portfolio objectives?
In our first blog on operational real estate, we looked at how growth equity investing can be applied to this asset class. In our second... 
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... 
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. 
UK Industrial: Positioning for the next phase of growth
Read our latest report on the evolving Industrial Real Estate landscape 
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