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

Pod Market
Markets and economics

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.
LGIM team
By  LGIM team
10 Feb 2025
1 min read
Row of affordable housing
ESG and long-term themes

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.
Michael AdefuyeAli Farrell
By  Michael Adefuye, Ali Farrell
30 Jan 2025
3 min read
Chinese housing
Markets and economics

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.
Erik Lueth
By  Erik Lueth
22 Jan 2025
3 min read
Grow real
Real assets

Growing confidence

Despite the risks, we expect 2025 to be a much stronger year for asset performance and market liquidity.
Bill Page
By  Bill Page
11 Dec 2024
3 min read
Planning pickle
Markets and economics

The UK's planning pickle

The discretionary planning system is a barrier to growth, but reformists must ruffle feathers to get results.
Matthew Rodger
By  Matthew Rodger
15 Aug 2024
3 min read
london-thames-river-city-tower-bridge-canary-wharf.png
ESG and long-term themes

The office market has changed. What will determine performance going forward?

Four years of structural change and 18 months of headwinds have shaken the office market. What conclusions can we draw about potential investor allocations?
Bill Page
By  Bill Page
14 May 2024
4 min read
modern office buildings in london
Real assets

How close is the UK office sector to fair value?

After a dramatic repricing, are offices still expensive given the risks the sector faces?
Bill Page
By  Bill Page
24 Apr 2024
4 min read
capital - resources - images - media centre - IMAGE - l&g secures major letting with quilter at city office development 730x410
Real assets

After a period of radical change, how are UK offices performing compared with the rest of the world?

The post-Covid performance of the British office market has been between the extremes of the returns delivered in Asia and America.
Bill Page
By  Bill Page
11 Apr 2024
5 min read
UK RE
Real assets

UK real estate: Performance after repricing

Could the UK be closer to the end of this process than other countries?
Bill Page
By  Bill Page
08 Jan 2024
1 min read
Pod Market
Real assets

Podcast: How could UK real estate perform after repricing?

LGIM Talks sits down with Bill Page, Head of Real Estate Research at LGIM Real Assets, to discuss the outlook for UK property.
LGIM team
By  LGIM team
19 Oct 2023
1 min read

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