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.

Property

Planning pickle
Markets and economics

The UK's planning pickle

The discretionary planning system is a barrier to growth, but reformists must ruffle feathers to get results.
Matthew Rodger
By  Matthew Rodger
15 Aug 2024
3 min read
london-thames-river-city-tower-bridge-canary-wharf.png
ESG and long-term themes

The office market has changed. What will determine performance going forward?

Four years of structural change and 18 months of headwinds have shaken the office market. What conclusions can we draw about potential investor allocations?
Bill Page
By  Bill Page
14 May 2024
4 min read
modern office buildings in london
Real assets

How close is the UK office sector to fair value?

After a dramatic repricing, are offices still expensive given the risks the sector faces?
Bill Page
By  Bill Page
24 Apr 2024
4 min read
capital - resources - images - media centre - IMAGE - l&g secures major letting with quilter at city office development 730x410
Real assets

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.
Bill Page
By  Bill Page
11 Apr 2024
5 min read
UK RE
Real assets

UK real estate: Performance after repricing

Could the UK be closer to the end of this process than other countries?
Bill Page
By  Bill Page
08 Jan 2024
1 min read
Pod Market
Real assets

Podcast: How could UK real estate perform after repricing?

LGIM Talks sits down with Bill Page, Head of Real Estate Research at LGIM Real Assets, to discuss the outlook for UK property.
LGIM team
By  LGIM team
19 Oct 2023
1 min read
elephant in the room
Markets and economics

China’s local government leverage: elephants in the room

The strains in China's property sector are also raising risks among local governments.
Matthew Rodger
By  Matthew Rodger
12 Jul 2023
3 min read
chinese road crossing
Markets and economics

China’s housing overhang casts a long shadow

We believe speculation in China's housing market jeopardises GDP growth expectations and could break the historic link between Chinese stimulus and global asset prices.
Erik Lueth
By  Erik Lueth
10 Jul 2023
3 min read
ri-in-real-estate.jpg
Investment strategy

Commercial real estate: the best and the rest

Some sectors in commercial real estate may prove surprisingly resilient.
Bill Page
By  Bill Page
30 May 2023
2 min read
London rules
Investment strategy

Why London still rules when it comes to housing

As the capital continues to see the strongest residential demand in the UK, ongoing tension between supply and demand will keep upward pressure on rents,...
Michael Adefuye
By  Michael Adefuye
12 May 2023
4 min read

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