Content (11)
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White papersNear-term opportunities and long-term trends
After the correction, we assess those areas that we believe might benefit over the coming months – and the megatrends set to define the years to come.
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White papersHow private credit can drive the net zero transition
The sheer magnitude of capital requirements for the net zero transition represents a historic opportunity for private credit investors.
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White papers2024 private credit outlook: A question of balance
Caution is needed if a recession does arrive.
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White papers2024 Real Assets outlook: A brave new world?
In his annual outlook, Global Head of Investment Strategy & Research Rob Martin considers long-term performance as the combination of structural tailwinds and cyclical opportunities.
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White papers2023 update - Real estate equity: Net-zero carbon roadmap
The direct environmental, social and economic impacts of climate change are increasingly affecting many parts of the world. Avoiding a climate catastrophe is of paramount importance and represents a huge global challenge requiring concerted efforts by all parts of society.
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White papersUK real estate: Performance after repricing?
The UK economy: Reduced drag - LGIM expects both the UK and the US to enter recession before the middle of 2024. This forecast positions LGIM at the lower end of consensus, although the absolute reduction in GDP expected is modest compared to previous recessionary periods.
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BlogWhy London still rules when it comes to housing
As the capital continues to see the strongest residential demand in the UK, ongoing supply/demand tension will keep upward pressure on rents, in our view.
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BlogA rising tide? An update on onshoring
We examine the potential drivers of onshoring and its implications for the UK real estate equity sector.
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White papersUK real estate review: recession, recovery, renewal
The first half of 2022 saw UK real estate values, led by industrial and parts of the retail sector, appreciate by 6.5%1 despite a backdrop of significant inflation concerns, the invasion of Ukraine and policy rate hikes.
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White papersReady for net zero?
With the UK government committed to net-zero carbon emissions by 2050, there’s a growing focus on the transition readiness of UK real estate sectors, and the implications for portfolios.
