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.

Alternative investments

Student accomodation
Real assets

Real estate in 2026: Will the holding pattern continue?

Global real estate remains in somewhat of a ‘holding pattern’. Medium-term expectations look reasonable on the back of historic repricing. However, investment volumes and fund...
Bill Page
By  Bill Page
08 Dec 2025
3 min read
L&G talks
Investment strategy

Podcast: Private credit perspectives from Blackstone and L&G

We discuss our partnership with Blackstone, the world’s largest alternative asset manager.
L&G’s Asset Management business
By  L&G’s Asset Management business
04 Dec 2025
1 min read
Graded paper
Investment strategy

Demystifying private credit ratings

Private credit’s been in the headlines of late. In this blog, we address some of the misconceptions about how the asset class is rated.
Lushan SunKyle McGibbon
By  Lushan Sun & Kyle McGibbon
03 Dec 2025
4 min read
Data centre with wind turbine
Real assets

What’s next for Private Markets?

In this blog series we summarise the key developments in private markets over 2025 and our expectation for 2026.
Lushan Sun
By  Lushan Sun
02 Dec 2025
3 min read
Refurb flats
Investment strategy

Applying growth equity investing to operational real estate

On the back of our recent report looking at investing in real estate operating companies, we assess how growth equity investing can be applied to...
Robin MartinBill Page
By  Robin Martin & Bill Page
13 Nov 2025
3 min read
Pine plantation
ESG and long-term themes

Branching out: The interesting case for forests in portfolios

Forests are prized not only for their historical role but also for their ability to help diversify portfolios and potentially support nature and climate if...
Alex Turner
By  Alex Turner
18 Sept 2025
3 min read
Sayings main
Investment strategy

Words of wisdom: Do famous investment sayings hold water?

Our Well-known Investment Saying Evaluation (WISE) index provides an assessment of some well-worn financial aphorisms.
Asset Allocation team
By  Asset Allocation team
14 Aug 2025
2 min read
correlation galaxy
Investment strategy

Intergalactic stars: Navigating beyond beta

Imagine an asset with a positive expected return and low correlation to your portfolio – enhancing efficiency by diversifying risk and reducing reliance on traditional...
Michael Morris
By  Michael Morris
30 Jul 2025
4 min read
renting retirement
ESG and long-term themes

Renting into retirement: The future cost of the affordable housing crisis

Our latest DC research with UK pension savers underscores how deep the fault line from the housing crisis goes.
Paula Llewellyn
By  Paula Llewellyn
23 Jul 2025
4 min read
Home truths
ESG and long-term themes

Home truths: Pension savers’ views on the affordable housing crisis

What role can pension providers and asset managers play in addressing the UK housing crisis?
Jayesh Patel
By  Jayesh Patel
22 Jul 2025
4 min read

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