Disclaimer: Views in this blog do not promote, and are not directly connected to any Legal & General Investment Management (LGIM) product or service. Views are from a range of LGIM investment professionals and do not necessarily reflect the views of LGIM. For investment professionals only.

Real assets

Real assets

Commercial property and inflation: hedging your bets

As the rhetoric around inflation has increased, so too has scrutiny around commercial property – an asset class typically perceived to offer an inflation hedge.  
By Bill Page

Real assets

Why investors in universities need to do their homework

The strength of the UK’s university sector is rightly seen as a differentiator, but we expect there to be clear winners and losers.  ;
By Michael Adefuye

Real assets

Residential rents: holding the key to inflation protection?

With the threat of inflation rising, we outline how investors could look to protect a part of their portfolios.  ;
By Michael Adefuye

Real assets

Corporate private credit: weathering the storm

We consider the challenges and opportunities in corporate private credit amid the economic consequences of the pandemic.  ;
By Steven Bolton

Real assets

Earth, wind and fire: financing smarter, sustainable homes

We look at three areas of new technology that are designed to create a cleaner, greener future in the housing sector.  ;
By Dapo Ogunbiyi

Real assets

Cinemas: so much more than a room with a Vue

Could new disruptors undermine the long-standing investment appeal of cinemas?;
By Matt Soffair

Real assets

It’s a flying shame: what climate risk means for aviation

Rising awareness of the impact of flights on the environment has important implications for investors in the aviation industry.;
By Nick Fisher

Real assets

Working out the UK's obesity crisis

Despite the high prevalence of obesity in the UK, the value of Britain’s gym market continues to grow. As these trends show no sign of abating, can the real estate sector put greater emphasis on wellbeing in retail and leisure to help get local communities more active?
By Matt Soffair

Real assets

The history of UK housing is not what you think

Roll back the clock far enough and the majority of the population rented, not owned, the homes they lived in. As the mix of tenures shifts in composition once again, what can the history of housing tell us about the future?  
By Eleanor Jukes

Real assets

Are reports of PFI's death greatly exaggerated?

In the 2018 budget, the government announced it would stop using private finance initiative (PFI) structures to fund future UK infrastructure projects. News articles on the death of the unloved financing scheme promptly ensued. But the devil, as always, is in the detail.;
By Marija Simpraga

Real assets

The rise and rise of co-working

The rise of co-working is creating structural change in the office industry. This is threatening some landlords' model of institutional leasing on inflexible terms, but is provoking a response from others who are embracing this change.;
By Bill Page

Real assets

The future of leisure

What is the long-term future of leisure, and how are the ambitions of leisure businesses likely to develop? How should property owners respond and how can the wider physical environment help create a future-proof location? Read on to find out!;
By Eleanor Jukes

Real assets

Lasting consequences of the Morandi bridge disaster

On 14 August 2018, Italy was struck by a terrible tragedy, when the Morandi bridge in Genoa collapsed, killing dozens. There are important considerations for the funding of ageing infrastructure across Europe.;
By James Odemuyiwa

Real assets

Bricks versus clicks: when fintech meets real estate

Are you visiting your bank branch more or less often than five years ago? Let me guess – it’s less. But what’s driving this trend?;
By Enrico Faccioli

Real assets

Property: moving on from the mainstream

Property investors are starting to increase allocations to alternative sectors in search of income resilience. Does this make sense?;
By Eleanor Jukes

Real assets

Local heroes: Picking winning property locations

Geography matters for real estate. Understanding why employment growth differs from one area to the next allows investors to focus on locations with better long-term potential.;
By Bill Page

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