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.

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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.
Dr. James Tyrrell
By  Dr. James Tyrrell
23 Jul 2026
4 min read
Infra OCIO
Investment strategy

Investment opportunities: Infrastructure

Built different? Finding the right infrastructure asset for your portfolio
Sean AdamsonAzima Crumpton
By  Sean Adamson & Azima Crumpton
23 Jul 2026
3 min read
Token COTM
Markets and economics

Is tokenmaxxing the strongest signal yet for AI demand?

For July’s chart of the month, we explore the rise of tokenomics. We look at the incredible growth in direct artificial intelligence (AI) revenues in...
Christopher Jeffery
By  Christopher Jeffery
03 Jul 2026
3 min read
El nino
Responsible investing and long-term themes

The calm before the storm

What El Niño could mean for the 2026 hurricane season.
Alex Turner
By  Alex Turner
01 Jul 2026
4 min read
Industrial estate
Private Markets

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.
Bill Page
By  Bill Page
11 Jun 2026
4 min read
Securitisation reforms
Investment strategy

Securitisation reforms

A new chapter for European insurers’ portfolios
James HayesJohn DalyJames Willcock
By  James Hayes, John Daly & James Willcock
10 Jun 2026
1 min read
padlocks
Investment strategy

Open- vs closed-ended funds – do the returns differ?

As more investors seek exposure to private markets, we examine whether the choice between open- and closed-ended funds matters for performance.
Lushan Sun
By  Lushan Sun
04 Jun 2026
5 min read
L&G Talks
Markets and economics

Podcast: Keeping tabs on digital infrastructure

On this week’s episode of L&G Talks Asset Management, we sit down with Achal Arora, Managing Director of Digital Infrastructure Investments.
L&G’s Asset Management business
By  L&G’s Asset Management business
28 May 2026
1 min read
Signpost
Private Markets

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...
Lushan SunBill PageDr. James Tyrrell
By  Lushan Sun, Bill Page & Dr. James Tyrrell
19 May 2026
4 min read
UK space
Responsible investing and long-term themes

What is UK productive finance?

Amid structural changes in pensions and a core need for sustained UK growth, capital markets are expanding the channels for long-term investment in the domestic...
L&G’s Asset Management business
By  L&G’s Asset Management business
11 May 2026
5 min read

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