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
What does bond yield volatility mean for private credit?
The start of 2025 saw investors having to grapple with significant market volatility. For private credit, we see no reason to panic at this stage... 
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... 
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. 
Sector focus: Continuing our 2025 private credit outlook
In the first part of our 2025 private credit outlook, we offered a broad overview of the prospects for the asset class over the next... 
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... 
High interest rates and low defaults? A 2025 private credit outlook
In our first instalment of our 2025 outlook, we outline why we believe private credit is well-positioned for 2025, supported by still-elevated interest rates, positive... 
Unlocking quantum potential: Securing digital infrastructure
Why we believe the efforts to ensure data security in the quantum computing age will have significant implications for digital infrastructure investment. 
Revisiting the lessons of 2022-2023
The trajectory of inflation and interest rates will likely play a crucial role in determining infrastructure capital flows and valuations next year. 
The road ahead: 2025 private markets outlook
As we look ahead to 2025, the road for private markets investments presents both challenges and opportunities. 
Competition, dealflow and defaults
We think macro conditions are supportive of another strong year for private credit, but are watching out for higher-for-longer rates and strong bank competition. Recommended content for you
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