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

Webinar: Are we in an AI boom or bubble?
A trio of L&G investment experts recently recorded a webinar to discuss the wide-ranging implications of artificial intelligence (AI) for investors. 
Long-term capital meets long-term purpose: The future of UK long-income real estate
As investors seek resilience, performance, and purpose from their allocations, long-income is gaining traction. 
From cloud to cash: How hyperscalers are funding AI expansion
Big Tech’s funding of AI infrastructure is well known. In this blog, we address how hyperscalers are financing their efforts in the technology and answer... 
UK Industrial: Positioning for the next phase of growth
Read our latest report on the evolving Industrial Real Estate landscape 
Is ‘timing the market’ applicable for private markets?
In this blog post, we look at whether short-term volatility can create an attractive entry point for private market investments, despite the long-term nature of... 
UK Commercial Property – moving up the gears
In this blog, we recap our recently released views on the UK’s commercial real estate market and assess how investors are currently viewing the sector. 
Private equity structural alpha: Myth or measurable?
Does private equity offer anything, on a risk-adjusted basis, above listed equity? 
University-linked investments: Selectivity and opportunities within private markets
The UK Government’s legislative priorities highlight, in our view, the importance of working with universities to support spinouts, and the critical nature of infrastructure such... 
The economic case for University-linked investments
L&G’s Private Markets research team recently published a major report into university investment earlier this year called “UK Universities: A Nexus for Private Market Investment”.... 
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. Recommended content for you
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