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

Private Credit Outlook
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...
Lushan Sun
By  Lushan Sun
16 Jan 2025
3 min read
long lease buildings
Investment strategy

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...
Matthew AbbottSammie Stanton
By  Matthew Abbott, Sammie Stanton
14 Jan 2025
3 min read
Pod Strategy
Investment strategy

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.
19 Dec 2024
1 min read
private markets
Markets and economics

The road ahead: 2025 private markets outlook

As we look ahead to 2025, the road for private markets investments presents both challenges and opportunities.
Robin Martin
By  Robin Martin
17 Dec 2024
2 min read
comp flow
Markets and economics

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.
Lushan Sun
By  Lushan Sun
16 Dec 2024
3 min read
rental property
Investment strategy

UK residential rents: Room to grow

Why we believe there’s potential for the UK residential sector to offer attractive income to investors.
Michael Adefuye
By  Michael Adefuye
26 Nov 2024
3 min read
Miami real estate
ESG and long-term themes

Demographic detail: How climate and population flows are impacting US real estate

How are demographic changes altering the picture for US real estate?
Matt Soffair
By  Matt Soffair
21 Nov 2024
private markets size
Investment strategy

Private market funds: Big or small?

With the popularity of private markets funds taking up column inches, we ask the question whether the size of an offering matters to investors?
Lushan Sun
By  Lushan Sun
04 Nov 2024
2 min read
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

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