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

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
Data centre server racks
ESG and long-term themes

Generative AI in data centres part 2: The evolution of GenAI and data centre investment implications

In the second of our latest digital infrastructure blog series, we explore the evolution of GenAI and its possible impact on demand for data centre...
Dr. James Tyrrell
By  Dr. James Tyrrell
22 Jul 2025
4 min read
MYO-H2-2025 cover
Markets and economics

Midyear global outlook: Gravity defied – for now

Even though many markets have recovered poise since the recent volatility spike, they remain vulnerable to further shocks and crucial long-term questions for investors persist.
Sonja LaudBill Hughes
By  Sonja Laud, Bill Hughes
03 Jul 2025
3 min read
Modern-office-buildings green
Investment strategy

The role of real estate and infrastructure in portfolio diversification

In the second instalment of our series on overcoming equity market concentration risk, we examine how real estate and infrastructure assets can contribute to a...
Mo Mahmoud
By  Mo Mahmoud
25 Jun 2025
3 min read
Quantum Computer
ESG and long-term themes

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.
Jong Sang ChoiChloe Hall
By  Jong Sang Choi, Chloe Hall
05 Jun 2025
2 min read
Securitised US
Investment strategy

Could exposure to securitised credit enhance portfolios?

Despite being a huge market, US securitised debt is often overlooked by investors. We ask whether adding exposure to the asset class could help improve...
Sam Kulahan
By  Sam Kulahan
08 May 2025
5 min read
solar panels
ESG and long-term themes

Webinar: InfraGrowth: What’s driving Europe’s infrastructure transition?

Senior portfolio managers from L&G and NTR recently sat down for an IPE-led webinar to discuss the key drivers behind Europe’s transformative infrastructure journey.
L&G’s Asset Management business
By  L&G’s Asset Management business
06 Mar 2025
1 min read
Office building
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...
Bill Page
By  Bill Page
03 Mar 2025
4 min read
Pod Market
Markets and economics

Podcast: The view from the top – a long-term look at private markets

This week on LGIM Talks, the cameras are rolling as we sit down for a special video edition of the podcast.
L&G’s Asset Management business
By  L&G’s Asset Management business
10 Feb 2025
1 min read

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