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
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... 
Growing confidence
Despite the risks, we expect 2025 to be a much stronger year for asset performance and market liquidity. 
How close is the UK office sector to fair value?
After a dramatic repricing, are offices still expensive given the risks the sector faces? 
After a period of radical change, how are UK offices performing compared with the rest of the world?
The post-Covid performance of the British office market has been between the extremes of the returns delivered in Asia and America. 
How big a challenge does the UK office market face?
The UK office sector has reset. Are there opportunities on offer for institutional investors? 
Is supply or demand driving residential rents in the UK?
Chronically low housebuilding is often blamed for soaring residential rents in the UK. Does the data bear this out? 
2024 private credit outlook: A question of balance
While debt yields are high in a historic context, we believe investors should keep a strategic eye on structural trends balanced with a tactical eye... 
What does bank retrenchment mean for private credit investors?
How cuts to bank lending could grow the asset class. 
UK real estate: Performance after repricing
Could the UK be closer to the end of this process than other countries? 
Brave new world
Higher rates may be supportive of debt returns, but debt servicing could become an issue. 
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