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Looking down on a line of rowing boats

Langfristiges Denken

Deglob infra
Private Markets,  Technology,  Energy

Deglobalisation 2.0: Infrastructure

While the infrastructure sector is large and diverse, we’ve chosen to focus our last blog of this series on the digital sector where the long-term scale of asset creation is likely to be especially large and the implications of deglobalisation may be particularly relevant.
by Dr. James Tyrrell
Melting globe
Private Markets,  Real assets,  Interest rates

Deglobalisation 2.0: Real estate

Real estate has shown it can perform even amid higher inflation and rising rates, providing growth is strong. How does a ‘deglobalising’ world change the picture?
4 min read
by Bill Page
Earth pie
Private Markets,  Politics,  United States,  Global thematic

Deglobalisation 2.0: Private equity and private credit

In the next instalment of our series on deglobalisation, we look at whether 2025’s macro environment is still conducive to a recovery in the private equity space and still supportive of potential outperformance in private credit.
3 min read
by Lushan Sun
deglobalisation
Private Markets,  United States,  Real assets

Deglobalisation 2.0: The macro picture

Deglobalisation is a mega-trend we see impacting the investment landscape over the long term. In this, the first of a four-part series, we look at the macro impact of an increasingly diverging world on private markets.
4 min read
by Robin Martin
AFI Climate

Aligning financial performance and climate in active fixed income

Positive climate impacts and financial returns are not incompatible. This is how LGIM’s AFI team factors climate change into our portfolios.
3 min read
climate teaser

Climate change: Inaction is not an option

Seeking to deliver an active approach to engagement and investing
1 min read
ARC-London-Office Buildings

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

private markets, LGIM Blog
3 min read
by Robin Martin , Bill Page & Marija Simpraga
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.
3 min read
by Robin Martin , Bill Page & Marija Simpraga
ARC-London-Office Buildings

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

LGIM Blog: Private markets mid-year outlook: Uncertainty, discipline and megatrends
3 min read
by Robin Martin , Bill Page & Marija Simpraga
Climate-Impact-Pledge 2024

Climate Impact Pledge: Moving the needle on net zero

Through our Climate Impact Pledge, we encourage companies to reduce climate change risks and transition to a net-zero economy.
4 min read