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.
Private Markets
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. 
Podcast: Private markets in 2025 – digital infrastructure, affordable housing and university spinouts
Matteo Colombo, Ali Farrell, Simon Century and Chris Hopkins share what's on the agenda for the year ahead in private markets. 
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. 
Growing confidence
Despite the risks, we expect 2025 to be a much stronger year for asset performance and market liquidity. 
2025 global outlook: Touchdown?
Many of the themes that are likely to drive investor returns are, we believe, just as relevant to public markets as to their private counterparts. 
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