Disclaimer: Views in this blog do not promote, and are not directly connected to any Legal & General Investment Management (LGIM) product or service. Views are from a range of LGIM investment professionals and do not necessarily reflect the views of LGIM. For investment professionals only.

Real assets

Data centre
ESG and long-term themes

Tomorrow’s world: The digital infrastructure opportunity

Forecasted growth for cloud computing, AI and data processing has created an increasing need to support digital infrastructure assets and, in our view, a substantial...
Matteo Colombo
By  Matteo Colombo
24 Oct 2024
1 min read
Living sector
ESG and long-term themes

UK living sector investment: Slipstream into the mainstream

The fundamental underpin and regulatory environment in the UK relative to other global markets makes its residential sector an attractive opportunity for investors, in our...
Michael Adefuye
By  Michael Adefuye
23 Oct 2024
1 min read
Oxford University
ESG and long-term themes

Investing in our future: UK university spinouts reach inflection point

What does UK university innovation potentially have to offer institutional investors?
Alastair Stewart
By  Alastair Stewart
15 Oct 2024
3 min read
deglobalisation globe
ESG and long-term themes

Deglobalisation: Private markets in a more diverging world

While deglobalisation has the potential to create headwinds for economic growth, we believe it also could create potential opportunities in certain sectors of the private...
Lushan Sun
By  Lushan Sun
08 Oct 2024
1 min read
Debt test
Markets and economics

Pluralsight – a big test for private credit

A recent loan restructuring has attracted a significant amount of attention.
Lushan Sun
By  Lushan Sun
19 Sept 2024
3 min read
northern powerhouse
Investment strategy

Could LGPS investors help unlock the Northern Powerhouse?

England's affordable housing crisis is sometimes framed as a predominantly London and the South East-centric issue, but this overlooks the acute challenges faced by other...
Michael AdefuyeJames Sparshott
By  Michael Adefuye, James Sparshott
05 Sept 2024
3 min read
Loch Ness
Investment strategy

Myth-busting: Private credit liquidity

In this blog, we’ve looked at one of the most topical – if not contentious – issues of the private credit markets: liquidity
Stuart Hitchcock PhD MBA
By  Stuart Hitchcock PhD MBA
19 Aug 2024
4 min read
LGPS acc
Investment strategy

LGPS intelligence: Delivering financial and social value through affordable housing

With supply constrained and the demand for affordable accommodation looking set to remain robust, we believe the sector offers investors a compelling opportunity to harness...
James SparshottMichael Adefuye
By  James Sparshott, Michael Adefuye
22 Jul 2024
1 min read
Arc-modern-office glass
Investment strategy

Real estate reset: The case for UK property

After screening as expensive for several years, UK real estate valuations now appear to offer fair value on a range of metrics.
Bill Page
By  Bill Page
20 Jul 2024
2 min read
less travelled
Investment strategy

The road less travelled

The case for non-sponsored lending.
Lushan Sun
By  Lushan Sun
18 Jul 2024
1 min read

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