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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Digital infrastructure: The chips are up
As AI continues to hike demand for digital infrastructure, new chip efficiencies may have significant implications for revenues and investors. 
Clean power infrastructure: Energy security moves to the foreground
In this update, we explore how disruption to global energy flows potentially bolsters a case for taking a less homogeneous approach to related infrastructure. 
Short-term alternative finance in a more volatile rate environment: Benefitting from complexity
Against a somewhat turbulent macro picture, this blog lays out how short-term alternative finance, a collection of private short-dated asset-backed finance (ABF) such as capital... 
Podcast: Real assets roundup – what’s moving the needle?
This week’s episode takes a broad look at real assets. We assess how investors are looking at this sector and how the macro-economic backdrop may... 
“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... 
Platform investing in real estate: Unlocking value through operational exposure
Our recent paper dives into platform investing – a ‘private equity-style’ strategy where real estate platforms are acquired and potential returns generated via the revenues... 
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... 
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