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.

United Kingdom

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 division
By  L&G’s Asset Management division
07 Mar 2025
1 min read
Fibre lights
Investment strategy

Sub-investment grade private debt investment opportunities for life insurers under Solvency UK reform

Solvency UK reforms are allowing life insurers to assess investments in additional asset classes. One area that may be of particular interest is sub-investment grade...
LGIM team
By  LGIM team
04 Mar 2025
2 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
gilt twenty
Fixed income

L&G explains: Demystifying the gilt market

The UK gilt market is huge, and the cornerstone of the UK financial system. But what form does that borrowing take, and why is it...
Christopher Jeffery
By  Christopher Jeffery
11 Feb 2025
6 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.
LGIM team
By  LGIM team
10 Feb 2025
1 min read
City real estate
Markets and economics

A sector approach: UK real estate in 2025

With January’s bond yield-led volatility calming down, we take stock of real estate as an asset class, looking at which sub-sectors might be of interest...
Bill Page
By  Bill Page
06 Feb 2025
4 min read
Row of affordable housing
ESG and long-term themes

Income and impact: Opportunities in affordable housing

Why we see a potential opportunity for private institutional capital to work in partnership with the public sector to address the UK’s affordable housing needs.
Michael AdefuyeAli Farrell
By  Michael Adefuye, Ali Farrell
30 Jan 2025
3 min read
Pod Market
Markets and economics

Podcast: What’s going on in government bonds? Market Talk

Ben Bennett, our Head of Investment Strategy for Asia, dissects the recent rise in government bond yields, and the market mood ahead of Donald Trump’s...
LGIM team
By  LGIM team
17 Jan 2025
1 min read
long lease buildings
Investment strategy

Assessing long-lease real estate as an option in run-on strategies

With the potential to offer inflation-linked, investment-grade income and a healthy yield premium over index-linked gilts, long-lease real estate could be an attractive choice for...
Matthew AbbottSammie Stanton
By  Matthew Abbott, Sammie Stanton
14 Jan 2025
3 min read
LDI yield
Markets and economics

LDI chart update: What could rising yields mean for DB schemes?

Over the last few days, we have seen significant moves in gilt markets, accelerating the trend observed over the final quarter of 2024. Here’s our...
Robert PaceChristopher Jeffery
By  Robert Pace, Christopher Jeffery
09 Jan 2025
4 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