Sector insights

ARC-London-Office Buildings

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

Our investment thesis is based around four key themes: demographics, deglobalisation, digitalisation and decarbonisation.

Someone swimming in front of skyscrapers

Active ownership

Our Active Ownership report details how our Investment Stewardship and Investment teams exercised voting rights across our entire book and engaged with companies, policymakers and other stakeholders

Racks and racks of computer servers

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.

Father holding child in the air

The Rebuilding Britain Index Report (wave 6)

The most recent findings of the Rebuilding Britain Index report reveal that the current cost of living crisis presents a real danger of widening the existing inequalities found between, and within, different parts of the UK.

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.

Skateboarder outside a Yotel

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.