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

Data centre with wind turbine
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.
Lushan Sun
By  Lushan Sun
02 Dec 2025
3 min read
L&G_TalksAM
ESG and long-term themes

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.
L&G’s Asset Management business
By  L&G’s Asset Management business
01 Dec 2025
1 min read
Operational real estate
Investment strategy

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...
Robin MartinBill Page
By  Robin Martin, Bill Page
26 Nov 2025
2 min read
Refurb flats
Investment strategy

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...
Robin MartinBill Page
By  Robin Martin, Bill Page
13 Nov 2025
3 min read
Cardiff city centre
Investment strategy

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.
Sammie StantonDerek Gilby
By  Sammie Stanton, Derek Gilby
11 Nov 2025
3 min read
data centre
ESG and long-term themes

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...
Suzanna EllardJohn Daly
By  Suzanna Ellard, John Daly
06 Nov 2025
4 min read
Warehouse
Markets and economics

UK Industrial: Positioning for the next phase of growth

Read our latest report on the evolving Industrial Real Estate landscape
Bill PageMatt Soffair
By  Bill Page, Matt Soffair
05 Nov 2025
1 min read
Clocks at a station
Investment strategy

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...
Lushan Sun
By  Lushan Sun
21 Oct 2025
4 min read
UCL main campus
Real assets

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...
Bill PageDr. James TyrrellLushan Sun
By  Bill Page, Dr. James Tyrrell, Lushan Sun
23 Sept 2025
3 min read
Manchester University
Real assets

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”....
Bill PageDr. James Tyrrell
By  Bill Page, Dr. James Tyrrell
11 Sept 2025
3 min read

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