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

AI Boom
ESG and long-term themes

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.
L&G’s Asset Management business
By  L&G’s Asset Management business
12 Nov 2025
1 min read
Cardiff city centre
Investment strategy

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.
Sammie StantonDerek Gilby
By  Sammie Stanton, Derek Gilby
11 Nov 2025
3 min read
data centre
ESG and long-term themes

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...
Suzanna EllardJohn Daly
By  Suzanna Ellard, John Daly
06 Nov 2025
4 min read
Warehouse
Markets and economics

UK Industrial: Positioning for the next phase of growth

Read our latest report on the evolving Industrial Real Estate landscape
Bill PageMatt Soffair
By  Bill Page, Matt Soffair
05 Nov 2025
1 min read
Clocks at a station
Investment strategy

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...
Lushan Sun
By  Lushan Sun
21 Oct 2025
4 min read
Office window
Real assets

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.
Bill Page
By  Bill Page
15 Oct 2025
4 min read
Measuring tape
Investment strategy

Private equity structural alpha: Myth or measurable?

Does private equity offer anything, on a risk-adjusted basis, above listed equity?
Dash TanJohn Southall
By  Dash Tan, John Southall
09 Oct 2025
3 min read
UCL main campus
Real assets

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...
Bill PageDr. James TyrrellLushan Sun
By  Bill Page, Dr. James Tyrrell, Lushan Sun
23 Sept 2025
3 min read
Manchester University
Real assets

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”....
Bill PageDr. James Tyrrell
By  Bill Page, Dr. James Tyrrell
11 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

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