Sector insights

ARC-London-Office Buildings

Private markets mid-year outlook: Uncertainty, discipline and megatrends
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Active ownership
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The future of private markets

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.
City street at night

What does bank retrenchment mean for private credit investors?

How cuts to bank lending could grow the asset class
Ready for net zero

Ready 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.

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The Rebuilding Britain Index Report
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Build to Rent: Hedge appeal?

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.
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UK hotel sector on track to recover in 2022

Last year was challenging for the UK hotel sector, albeit with some encouraging green shoots of recovery over the latter part of the year. 
Main looking at a mountain

The most important question we should be asking about ESG

COMMENT “How?” is the most important question when it comes to prioritising ESG. The ESG narrative has been bubbling away across both the financial sectors and society for some time.
Food stall in a shopping centre

Reframing shopping centres for ‘unique experiences’

Denz Ibrahim, Head of Retail and Futuring for Legal & General Investment Management, explains how it is reimagining shopping centres as places for people to gather for experiences.
Structural protection in private credit

Structural protection in private credit

Over the last 40 years, we have experienced an enduring bond bull market and yields on fixed income assets have fallen to record lows.
Front view of 245 Hammersmith Road

The investment case for net zero buildings
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Private credit outlook

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.

Active ownership: Global engagement to deliver positive change_picture

Active ownership: Global engagement to deliver positive change

Read our Active Ownership report to see how we use our scale and influence to bring about real change in the companies and markets we invest in.
Onshoring and the implications for UK commercial property

Onshoring and the implications for UK commercial property

Has a combination of Brexit and COVID-19 strengthened the case for ‘onshoring’, and, if so, what are the implications for real estate?

Build-to-Rent: building resilience in uncertain times

Centre for Cities: The Green Book and Levelling Up

The Centre for Cities report, commissioned by LGIM Real Assets and Legal & General Capital, found that lack of government strategy, not lack of official public spending, was a barrier to meeting a national agenda for ‘levelling-up’.