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

The evolving landscape of emerging market private credit
Development finance institutions can help investors gain exposure to emerging market private credit while potentially reducing default risk. We take a look at how these... 
Deglobalisation 2.0: Real estate
Real estate has shown it can perform even amid higher inflation and rising rates, providing growth is strong. How does a ‘deglobalising’ world change the... 
Deglobalisation 2.0: Private equity and private credit
In the next instalment of our series on deglobalisation, we look at whether 2025’s macro environment is still conducive to a recovery in the private... 
The ‘changing nature’ of DC investments
With an estimated $4 trillion annual funding gap to achieve the United Nations Sustainable Development Goals (UN SDGs) by 2030, how can Defined Contribution (DC)... 
Deglobalisation 2.0: The macro picture
Deglobalisation is a mega-trend we see impacting the investment landscape over the long term. In this, the first of a four-part series, we look at... 
Winner takes all in the UK higher education sector
With a focus on demographics and demand, we look at how trends in international student numbers could affect UK student housing. From our perspective not... 
LGPS Intelligence: The digital infrastructure opportunity
Forecasted growth for cloud computing, AI and data processing has created an increasing need to support digital infrastructure assets and, in our view, a substantial... 
Podcast: Investing in the UK – Real estate and beyond
This week on the podcast, we’re looking at the UK, exploring what might be in store for investors in real estate and certain related asset... 
Webinar: InfraGrowth: What’s driving Europe’s infrastructure transition?
Senior portfolio managers from L&G and NTR recently sat down for an IPE-led webinar to discuss the key drivers behind Europe’s transformative infrastructure journey. 
Sub-investment grade private debt investment opportunities for life insurers under Solvency UK reform
Solvency UK reforms are allowing life insurers to assess investments in additional asset classes. One area that may be of particular interest is sub-investment grade... Recommended content for you
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