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
UK Real Estate: Controlling the controllable
With persistent trends defining the UK investment environment, we look at how asset selection may be the key to generating alpha. 
Digital infrastructure: Rising demand, rising complexity
Risks within the digital infrastructure sector are materialising and evolving. Navigating the environment increasingly requires conviction and specialist expertise. 
UK Single Family Rental: balancing fundamentals and market timing
In this blog, we explore the Single Family sector’s underlying fundamentals and investment characteristics, as well as how current market timing is potentially impacting the... 
Podcast: Platform investing – beyond core real estate
On the latest episode of L&G Talks Asset Management, we dive into the world of platform investing. 
Clean power: A market in transition
Clean power infrastructure has moved beyond simply “build more renewables”. The sector is now driven by a more complex interaction where dispersion is rising by... 
Investing in energy resilience
Spanning sectors including utilities, clean power and digital infrastructure, we think this theme is supported by several long-term structural tailwinds. 
Podcast: Private markets – myth vs reality
Private markets come with a powerful narrative: patient capital, complexity premia, and access to parts of the economy public markets can’t reach. But with every... 
Private credit: Pockets of resilience
Why investment-grade private credit and asset-backed finance stand out in today’s tougher landscape. 
How AI and conflict are reshaping markets
While war in the Middle East will continue to grip investor attention, we think the tech revolution will prove a more powerful and longer-lasting force. 
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... 
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