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

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
servers in a corridor
ESG and long-term themes

Generative AI in data centres part 3: How GenAI shapes AI sovereignty and data centre investment

In part 1 of this blog series, we introduced the physical infrastructure needs for data centres that support AI. In part 2, we described how...
Dr. James Tyrrell
By  Dr. James Tyrrell
13 Aug 2025
4 min read
L&G talks
Investment strategy

Podcast: UK universities – a nexus for private market investment

On this week’s L&G Talks Asset Management, we cover how UK universities are creating a nexus for Private Markets investment.
31 Jul 2025
1 min read
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

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