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... 
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... 
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... 
Growing confidence
Despite the risks, we expect 2025 to be a much stronger year for asset performance and market liquidity. 
How close is the UK office sector to fair value?
After a dramatic repricing, are offices still expensive given the risks the sector faces? 
After a period of radical change, how are UK offices performing compared with the rest of the world?
The post-Covid performance of the British office market has been between the extremes of the returns delivered in Asia and America. 
How big a challenge does the UK office market face?
The UK office sector has reset. Are there opportunities on offer for institutional investors? 
Is supply or demand driving residential rents in the UK?
Chronically low housebuilding is often blamed for soaring residential rents in the UK. Does the data bear this out? 
2024 private credit outlook: A question of balance
While debt yields are high in a historic context, we believe investors should keep a strategic eye on structural trends balanced with a tactical eye... 
What does bank retrenchment mean for private credit investors?
How cuts to bank lending could grow the asset class. 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.
