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 2026 investment outlook – the CIO call
This special episode marks the publication of our 2026 global outlook, which offers insights across public and private markets after another remarkable year for investors. 
2026 global outlook: Risk and reward amid an AI revolution
We devote much of our outlook to tackling key questions for investors raised by this period of extraordinary technological change. 
Private equity and private credit: A recovery and a party?
In private equity, we’ve observed a lack of valuation correction and concentrated growth. Meanwhile, private credit is defined by softening yield and tight spreads, meaning... 
Real estate in 2026: Will the holding pattern continue?
Global real estate remains in somewhat of a ‘holding pattern’. Medium-term expectations look reasonable on the back of historic repricing. However, investment volumes and fund... 
Infrastructure: A look back at a look ahead
Infrastructure saw record fundraising in 2025 driven by megafunds. Transaction volumes, particularly asset creation, continue to be driven by digital and power demands, but face... 
Podcast: Private credit perspectives from Blackstone and L&G
We discuss our partnership with Blackstone, the world’s largest alternative asset manager. 
Demystifying private credit ratings
Private credit’s been in the headlines of late. In this blog, we address some of the misconceptions about how the asset class is rated. 
What’s next for Private Markets?
In this blog series we summarise the key developments in private markets over 2025 and our expectation for 2026. 
Podcast: Europe’s energy transition – an opportunity among the challenges
Europe’s emissions reduction goals are ambitious, with the continent providing a continually supportive regulatory backdrop to spur a transition to clean power. 
How can platform investing be deployed to meet wider portfolio objectives?
In our first blog on operational real estate, we looked at how growth equity investing can be applied to this asset class. In our second... 
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