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

Compass and map
Markets and economics

Navigating the Private Markets landscape in 2025 (so far)

Like other asset classes, Private Markets have had to navigate a 2025 strewn with macro uncertainty. Here, we look at assets we believe are screening...
Robin MartinLushan Sun
By  Robin Martin, Lushan Sun
10 Jun 2025
4 min read
Quantum Computer
ESG and long-term themes

Investing in a quantum future: UK university technologies are aiming to lead the way

Our recent paper looks into the institutional investment opportunity in quantum computing and how UK university spin-outs are furthering innovation in this sector.
Jong Sang ChoiChloe Hall
By  Jong Sang Choi, Chloe Hall
05 Jun 2025
2 min read
Deglob infra
ESG and long-term themes

Deglobalisation 2.0: Infrastructure

While the infrastructure sector is large and diverse, we’ve chosen to focus our last blog of this series on the digital sector where the long-term...
Dr. James Tyrrell
By  Dr. James Tyrrell
06 May 2025
Prickly pear
Investment strategy

The evolving landscape of emerging market private credit

Development finance institutions can help investors gain exposure to emerging market private credit while potentially reducing default risk. We take a look at how these...
Oliver BaileyJake Harper
By  Oliver Bailey, Jake Harper
24 Apr 2025
3 min read
Melting globe
ESG and long-term themes

Deglobalisation 2.0: Real estate

Real estate has shown it can perform even amid higher inflation and rising rates, providing growth is strong. How does a ‘deglobalising’ world change the...
Bill Page
By  Bill Page
15 Apr 2025
4 min read
Earth pie
ESG and long-term themes

Deglobalisation 2.0: Private equity and private credit

In the next instalment of our series on deglobalisation, we look at whether 2025’s macro environment is still conducive to a recovery in the private...
Lushan Sun
By  Lushan Sun
02 Apr 2025
3 min read
deglobalisation
ESG and long-term themes

Deglobalisation 2.0: The macro picture

Deglobalisation is a mega-trend we see impacting the investment landscape over the long term. In this, the first of a four-part series, we look at...
Robin Martin
By  Robin Martin
24 Mar 2025
4 min read
Radcliffe Camera
Markets and economics

Winner takes all in the UK higher education sector

With a focus on demographics and demand, we look at how trends in international student numbers could affect UK student housing. From our perspective not...
Michael Adefuye
By  Michael Adefuye
18 Mar 2025
4 min read
LGPS digital
ESG and long-term themes

LGPS Intelligence: The digital infrastructure opportunity

Forecasted growth for cloud computing, AI and data processing has created an increasing need to support digital infrastructure assets and, in our view, a substantial...
James SparshottMatteo Colombo
By  James Sparshott, Matteo Colombo
10 Mar 2025
3 min read
Office building
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...
Bill Page
By  Bill Page
03 Mar 2025
4 min read

Recommended content for you

Learn more about our business

We are one of the world's largest asset managers, with capabilities across asset classes to meet our clients' objectives and a longstanding commitment to responsible investing.

Image of London skyscrapers

Sign up for blog email alerts

Receive the latest articles in a weekly digest by registering via the email preference centre