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
Podcast: Our midyear investment outlook – the CIO call
This special episode marks the publication of our midyear global outlook, which takes stock of the extraordinary first half of 2026 for investors – and... 
The case for US multifamily commercial real estate
Investors choosing to diversify their portfolios with US property have a wide array of property types on offer. I this blog, we look at one... 
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. 
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. 
A new model in Minnesota: Google and Xcel Energy’s utility partnership model for affordable hyperscale load
Hyperscale data centres are a major driving factor behind load growth in the US electricity grid. The resources built to meet that load and the... 
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. 
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... 
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... 
The energy transition: Geopolitical volatility and clean power assets
In this blog, we explore the conflict in the Middle East’s implications on the energy transition and whether it may bolster the case for clean... 
Affordable Housing: a bright spot for UK housebuilding
Greater regulatory certainty and funding for Affordable Housing can provide a much-needed boost for UK housing delivery. 
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