26 Jun 2024 3 min read

Private markets mid-year outlook: Uncertainty, discipline and megatrends

By Robin Martin , Bill Page , Marija Simpraga

Our investment thesis is based around four key themes: demographics, deglobalisation, digitalisation and decarbonisation. We see these megatrends as particularly beneficial for infrastructure, venture capital and private credit strategies supporting the energy and digital transitions.

Robin Martin

Global Head of Investment Strategy & Research, Real Assets

Rob is Global Head of Investment Strategy and Research for Real Assets, having joined LGP in October 2006. Prior to this, he worked for Hammerson as Head of Research, working closely with the board and senior management team on corporate, sector and asset strategies. Prior to Hammerson, Rob was at CBI for two years as a senior economist, and prior to that, he spent three years in the petroleum industry. Rob has a degree in economics and economic history.

Robin Martin

Bill Page

Head of Real Estate Markets Research

Bill is LGIM Real Assets' Head of Real Estate Research. He has responsibility for the formation of house views and inputs into fund strategy. He has 20 years’ industry experience. He is a voting member of the Real Estate Investment Committee and actively contributes to the platform’s office and industrial strategy.

Bill joined LGIM Real Assets in October 2012, having spent seven years at JLL where he was EMEA Head of Office Market Research. Prior to JLL Bill worked at Estates Gazette Group. He chaired the British Council for Offices’ Research Committee between 2015 and 2018 and sits on the IPF Research Steering Group.

Bill graduated from Lancaster University with a first class degree in geography. He holds the IMC certificate and IPF Diploma.

 

Bill Page

Marija Simpraga

Infrastructure Strategist

Marija is the Infrastructure Strategist in LGIM's Real Assets division. She is passionate about infrastructure as an asset class that underpins sustainable economic development. Marija joined LGIM in 2017 from Bloomberg Intelligence, where she covered the European utilities sector. When not pondering the energy transition, Marija can be found wondering around London's vintage furniture markets.

Marija Simpraga