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.
Real assets
Deglobalisation 2.0: Real estate
Real estate has shown it can perform even amid higher inflation and rising rates, providing growth is strong. How does a ‘deglobalising’ world change the... 
Deglobalisation 2.0: The macro picture
Deglobalisation is a mega-trend we see impacting the investment landscape over the long term. In this, the first of a four-part series, we look at... 
Podcast: Investing in the UK – Real estate and beyond
This week on the podcast, we’re looking at the UK, exploring what might be in store for investors in real estate and certain related asset... 
UK Office Real Estate: Faith, hope and clarity
Digesting some of the chatter over the past few years about the state of the UK office sector, we look at where they may be... 
Navigating the UK REIT market: The impact of interest rates and valuations
With central banks beginning to cut rates and inflation moderating, the REIT market appears to be at an inflection point. Now seems an opportune moment... 
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. 
A sector approach: UK real estate in 2025
With January’s bond yield-led volatility calming down, we take stock of real estate as an asset class, looking at which sub-sectors might be of interest... 
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. 
Sector focus: Continuing our 2025 private credit outlook
In the first part of our 2025 private credit outlook, we offered a broad overview of the prospects for the asset class over the next... 
Assessing long-lease real estate as an option in run-on strategies
With the potential to offer inflation-linked, investment-grade income and a healthy yield premium over index-linked gilts, long-lease real estate could be an attractive choice for... 
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