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

Inside data centre
ESG and long-term themes

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...
Dr. James Tyrrell
By  Dr. James Tyrrell
08 Jul 2025
4 min read
Modern-office-buildings green
Investment strategy

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...
Mo Mahmoud
By  Mo Mahmoud
25 Jun 2025
3 min read
Battery-grid-storage ryu
ESG and long-term themes

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...
Shichen Zhao
By  Shichen Zhao
11 Jun 2025
Compass and map
Markets and economics

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...
Robin MartinLushan Sun
By  Robin Martin, Lushan Sun
10 Jun 2025
4 min read
Melting globe
ESG and long-term themes

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...
Bill Page
By  Bill Page
15 Apr 2025
4 min read
deglobalisation
ESG and long-term themes

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...
Robin Martin
By  Robin Martin
24 Mar 2025
4 min read
L&G talks
Investment strategy

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...
L&G’s Asset Management business
By  L&G’s Asset Management business
07 Mar 2025
1 min read
Office building
Real assets

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...
Bill Page
By  Bill Page
03 Mar 2025
4 min read
Tower block
Markets and economics

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...
Jonathan Leclercq
By  Jonathan Leclercq
27 Feb 2025
4 min read
Pod Market
Markets and economics

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.
L&G’s Asset Management business
By  L&G’s Asset Management business
10 Feb 2025
1 min read

Recommended content for you

Learn more about our business

We are one of the world's largest asset managers, with capabilities across asset classes to meet our clients' objectives and a longstanding commitment to responsible investing.

Image of London skyscrapers

Sign up for blog email alerts

Receive the latest articles in a weekly digest by registering via the email preference centre