Private Markets Insights

The plates under the global economy are shifting. Advances in technology, population change, decarbonisation and geopolitical pressures are both catalysing new industries and rendering some assets obsolete.

Private credit performed well in 2023, with low default rates and plenty of market activity. Will this continue into 2024?

In this outlook, we assess why private credit has generally been resilient for the first half of 2023. But as we head into the second half of the year what’s behind the growing divergence between defensive and cyclical issuers?

Raising our expectations – climate lobbying, biodiversity and energy security for a net-zero world

During the passage from winter to spring, markets have continued to be swayed by the same drama that dominated investor attention in 2022: central bankers’ high-stakes efforts to rein in inflation, without sabotaging financial stability.

In this episode, hear what attracted Bill to the world of property in the first place, as well as his views on the role of big cities, urban regeneration and the need for sustainable buildings.

Two years on from the first COVID lockdown, and in this podcast, we look at how the hotel sector has recovered since then, how it’s coping with current challenges

In this latest episode of LGIM Talks, Bill Hughes, Head of Real Assets, talks candidly about the extension of the landlord moratorium.

What might happen in the second half of 2022 in European private credit markets?

The needs-based occupier demand for housing, particularly in the UK, with its fundamental imbalance of demand and supply, allows for resilient and potentially growing occupier demand despite slowing UK growth.

In addition to precipitating a devastating humanitarian crisis, Russia's invasion of Ukraine has sent ripples across markets and raised significant questions for investors over the long term.

In this report we focus on consumer-facing sectors as the economy recovers. Understanding trends in consumer behaviour and how they interact with different elements of the real estate universe remains key to positioning investments and favours selected parts of leisure and retail warehousing.

As we emerge from the latest lockdown, the extent to which real estate as an investment asset class will be permanently changed is unclear.

2020 was a difficult year, for society, businesses and markets alike. The pandemic presented new and unforeseen challenges, creating periods of extreme uncertainty, and correspondingly high volatility in financial markets.

Those who choose not to embrace this shift could be left behind. Those who challenge convention, embrace technology and change their mindsets to a service oriented model will likely deliver better outcomes for owners and occupiers alike.