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
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... 
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... 
Applying growth equity investing to operational real estate
On the back of our recent report looking at investing in real estate operating companies, we assess how growth equity investing can be applied to... 
UK Industrial: Positioning for the next phase of growth
Read our latest report on the evolving Industrial Real Estate landscape 
UK Commercial Property – moving up the gears
In this blog, we recap our recently released views on the UK’s commercial real estate market and assess how investors are currently viewing the sector. 
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. 
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