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.
Private Markets
“Build it and they will come”: The private credit field of dreams
In this blog, we look at how private markets don’t just provide capital to various sectors but also hold the potential to create financing systems. 
Re-focusing on data centres with Kao Data
In the second instalment of our blog series on data centres, Spencer Lamb, CEO of Kao Data, and Matteo Colombo, Managing Director of Digital Infrastructure... 
How is UK real estate positioned given continued volatility?
Our recent research on the UK real estate sector set out our views for the asset class. Here, we offer more context on how to... 
Private markets in Q3: Decoding the headlines
In this two-part blog series, we present our latest quarterly private markets update based on the most recent available data. To begin, we discuss the... 
UK Real Estate: Controlling the controllable
With persistent trends defining the UK investment environment, we look at how asset selection may be the key to generating alpha. 
Digital infrastructure: Rising demand, rising complexity
Risks within the digital infrastructure sector are materialising and evolving. Navigating the environment increasingly requires conviction and specialist expertise. 
UK Single Family Rental: balancing fundamentals and market timing
In this blog, we explore the Single Family sector’s underlying fundamentals and investment characteristics, as well as how current market timing is potentially impacting the... 
Clean power: A market in transition
Clean power infrastructure has moved beyond simply “build more renewables”. The sector is now driven by a more complex interaction where dispersion is rising by... 
Private credit: Pockets of resilience
Why investment-grade private credit and asset-backed finance stand out in today’s tougher landscape. 
London calling: Why London’s industrial real estate market remains a capital choice
While returns since 2022 have been a little underwhelming, we believe there’s now a compelling case for London’s industrial real estate assets. Recommended content for you
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