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

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... 
UK Industrial: Positioning for the next phase of growth
Read our latest report on the evolving Industrial Real Estate landscape 
Is ‘timing the market’ applicable for private markets?
In this blog post, we look at whether short-term volatility can create an attractive entry point for private market investments, despite the long-term nature of... 
University-linked investments: Selectivity and opportunities within private markets
The UK Government’s legislative priorities highlight, in our view, the importance of working with universities to support spinouts, and the critical nature of infrastructure such... 
The economic case for University-linked investments
L&G’s Private Markets research team recently published a major report into university investment earlier this year called “UK Universities: A Nexus for Private Market Investment”.... Recommended content for you
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