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

Words of wisdom: Do famous investment sayings hold water?
Our Well-known Investment Saying Evaluation (WISE) index provides an assessment of some well-worn financial aphorisms. 
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? 
Generative AI in data centres part 2: The evolution of GenAI and data centre investment implications
In the second of our latest digital infrastructure blog series, we explore the evolution of GenAI and its possible impact on demand for data centre... 
Investing in innovation: The UK’s VC sector in 2025
In this blog, Chris Hopkins, Head of Venture Capital, takes a high-level look at the current state of the VC space, with a particular focus... 
Generative AI in data centres part 1: A primer
In this first of a three-part series, we look at how GenAI is fuelling a surge in data centre investment, enabling the development of facilities... 
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... 
When the lights went out: Spain’s blackout and the future of energy resilience
The power cut highlighted that renewables may leave energy networks vulnerable to grid disruption, and the critical role of battery storage and smart grids in... 
Navigating the Private Markets landscape in 2025 (so far)
Like other asset classes, Private Markets have had to navigate a 2025 strewn with macro uncertainty. Here, we look at assets we believe are screening... 
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... Recommended content for you
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