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.
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Private equity and private credit: A recovery and a party?
In private equity, we’ve observed a lack of valuation correction and concentrated growth. Meanwhile, private credit is defined by softening yield and tight spreads, meaning... 
Real estate in 2026: Will the holding pattern continue?
Global real estate remains in somewhat of a ‘holding pattern’. Medium-term expectations look reasonable on the back of historic repricing. However, investment volumes and fund... 
Podcast: UK Budget – implications for investors
Listen to our in-house investment professionals share their thoughts on the Budget. 
UK Commercial Property – moving up the gears
In this blog, we recap our recently released views on the UK’s commercial real estate market and assess how investors are currently viewing the sector. 
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... 
Podcast: Why doesn’t it feel like a bull market? Market Talk
Our regular markets discussion offers an overview of the biggest topics for investors today. 
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”.... Government debt and the uncertainty premium – Market Talk
Our regular markets discussion offers an overview of the biggest topics for investors today. 
Solutions chart update: 30-year yields approach 30-year highs
Gilt yields are back in the headlines. They have risen steadily over the summer, especially at the long end, with 30-year yields reaching their highest... 
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. Recommended content for you
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