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
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. 
The worst of times; the best of times? Private markets react to an uncertain world
Private markets remain resilient amid global shocks. In this blog, we examine trends, key risks, and sector specific levers shaping these asset classes in 2026... 
Energy shocks and geopolitical volatility: What the Middle East conflict has meant for private markets
In this blog we assess the impact the conflict in the Middle East has had on private markets and the outlook for these assets. 
Digital infrastructure: AI keeps the pressure on
2026’s opening months reinforced the reality that AI and digital infrastructure are co-evolving. 
Carving a path in private markets
With 2026 well underway, we look at the key themes we see shaping private markets in the months ahead. 
Securitised credit financing data centres: Opportunity or hidden risks?
As US securitised markets increasingly finance data centres, concerns about hidden risks are growing. How worried should investors be? 
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