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
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... 
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. 
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... 
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... 
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... 
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... 
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... 
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... 
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... 
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... Recommended content for you
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