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.
Property
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. 
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? 
How pension proposals could power sterling assets
We assess the extent to which UK government plans might boost investment into private market assets and bolster economic activity. 
The role of real estate and infrastructure in portfolio diversification
In the second instalment of our series on overcoming equity market concentration risk, we examine how real estate and infrastructure assets can contribute to a... 
Can UK housing association bonds help to drive social impact?
We assess the opportunities for local government pensions schemes (LGPS) to invest in UK productive finance via the physical infrastructure exposure inherent in housing associations. 
Podcast: The view from the top – a long-term look at private markets
This week on LGIM Talks, the cameras are rolling as we sit down for a special video edition of the podcast. 
Income and impact: Opportunities in affordable housing
Why we see a potential opportunity for private institutional capital to work in partnership with the public sector to address the UK’s affordable housing needs. 
Is Chinese property troughing?
We believe it could be hard for the Chinese economy to reflate without a rebound or at least a trough in the Chinese property market. 
Growing confidence
Despite the risks, we expect 2025 to be a much stronger year for asset performance and market liquidity. 
The UK's planning pickle
The discretionary planning system is a barrier to growth, but reformists must ruffle feathers to get results. 
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