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
The US swing factor
The world’s largest economy will likely determine which of a wide range of scenarios for global growth plays out in 2026. 
Private equity and private credit: A recovery and a party?
In private equity, we’ve observed a lack of valuation correction and concentrated growth. Meanwhile, private credit is defined by softening yield and tight spreads, meaning... 
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... 
Infrastructure: A look back at a look ahead
Infrastructure saw record fundraising in 2025 driven by megafunds. Transaction volumes, particularly asset creation, continue to be driven by digital and power demands, but face... 
What’s next for Private Markets?
In this blog series we summarise the key developments in private markets over 2025 and our expectation for 2026. 
Podcast: Europe’s energy transition – an opportunity among the challenges
Europe’s emissions reduction goals are ambitious, with the continent providing a continually supportive regulatory backdrop to spur a transition to clean power. 
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... 
Long-term capital meets long-term purpose: The future of UK long-income real estate
As investors seek resilience, performance, and purpose from their allocations, long-income is gaining traction. 
From cloud to cash: How hyperscalers are funding AI expansion
Big Tech’s funding of AI infrastructure is well known. In this blog, we address how hyperscalers are financing their efforts in the technology and answer... 
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