All Commentary articles – Page 8
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White papersHow can insurers position credit portfolios amid higher risk and uncertainty?
Insurers face a challenging credit landscape, with spreads near historic tights and limited dispersion. As uncertainty persists, strategies focused on credit quality, liquidity, and spread duration are gaining traction. Evolving regulations and underutilised asset classes, like high-quality structured credit, offer new opportunities to strengthen portfolios and enhance long-term resilience.
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White papersCRE in an easing cycle: Why long rates matter more than the Fed
As central banks approach an easing cycle, long-term yields—not short-term Fed actions—are becoming the key driver of real estate pricing and investment performance globally.
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White papersData center development opportunities in secondary markets
Secondary U.S. markets are emerging as key growth hubs for data centers, driven by strong digital infrastructure demand, power availability, and cost advantages over primary markets.
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White papersAI research trip reaffirms bullish outlook
Over the summer a group of our analysts and portfolio managers spent a week in San Francisco. The trip was an integral part of our ongoing research into artificial intelligence (AI) and related investment opportunities. Our scale as investors affords us exceptional corporate access and during our time in San Francisco we met senior leaders from around a dozen different technology companies, from heavyweights like NVIDIA and Broadcom to names operating throughout the data supply chain.
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White papersCentral Banks Struggle to Regain the Rates Narrative
Major central banks’ unconvincing mix of policy cuts and pauses last week shows they are struggling to regain the global rates narrative. Amid the uncertainty, relative value opportunities are emerging.
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White papersInside LaSalle’s real estate credit strategy
Stability, opportunity, and $700 million in new commitments
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White papersPrivate Markets 700: The global investor barometer - An era of expanding possibilities
Private markets are entering an era of expanding possibilities. Our latest Private Markets 700 research - drawing on the views of more than 700 institutional investors worldwide - reveals that investors are asking for more from their private markets portfolios, tasking them with delivering on a wider set of objectives than ever before.
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Asset Manager NewsNTR completes on an initial €65 Million Financing Deal with Rabobank and Siemens Financial Services
Funding will enable the construction phase of Irish ready-to-build solar and BESS co-location portfolio for the L&G NTR Clean Power (Europe) III Fund
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White papersThe factors driving Eurozone investment potential to the next level
The world is changing, and investors need to have a clear view of how, and what that means for Europe.
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White papersMultipolar world in action
In line with our long-standing view that the level of geopolitical risk will rise for the remainder of this decade, the last few months have revealed an accelerated transition towards a multipolar world.
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White papersBack to school: from summer clarity to autumn’s changing winds
With higher-than-anticipated tariff rates across the board — averaging roughly 18% (about 3 percentage points above our prior baseline), with several exemptions — we expect a slightly stronger stagflationary tilt to near-term macro projections.
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White papersCross Asset Investment Strategy - September 2025
Topic of the month - Back to school: from summer clarity to autumn’s changing winds
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White papersExploring European real estate debt
As market conditions shift, real estate debt has become a key asset class for investors seeking stability, strong risk-adjusted returns and diversification.
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White papersA wheel opportunity: Premium tyre makers use EVs to inflate margins
The electric vehicle (EV) transition presents a significant opportunity for premium tyre manufacturers. EVs create unique demands on tyres that favour established industry leaders with advanced technological capabilities. At the same time, growing regulation and litigation on tyre particulate emissions, deforestation-risk rubber, and toxic tyre chemical compounds could reverse the market share growth of budget tyre entrants in Western markets.
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White papersEngagement case study: Apple Inc.
How we engaged with one of the world’s largest technology companies.
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White papersGuess who is beating the Magnificent 7?
If you were hunting for a group of stocks to dethrone the Magnificent Seven (“Mag Seven”), there is a good chance European banks were not at the top of your list. But looking at returns over the past 12 months and on a year-to-date basis, that is exactly what has happened.
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White papersOversupply risks rise as oil demand softens: Quick takes on capital markets
Diverging inflation trends and weak growth leave the ECB cautious, as markets debate whether September marked the final rate cut—underscoring the uncertainty around Europe’s monetary policy path and its impact on investor sentiment.
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White papersThree reasons to invest in Infrastructure Debt today
We believe infrastructure debt offers distinct advantages in today’s market, combining resilience, structural diversification, and alignment with global megatrends. The points below highlight why we believe infrastructure debt is a compelling opportunity for long-term investors.”
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VideoWhich property types benefit most from falling interest rates?
In our latest video, we break down how different commercial real estate sectors respond to declining interest rates—and why it’s not as simple as it seems.
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White papersCan infrastructure weather the next storm?
Infrastructure has generally shown resilience in economic slowdowns, and through proprietary risk management and diversified exposure across defensive and cyclical sub-sectors, it potentially offers investors meaningful downside protection and attractive long-term risk-adjusted returns.
