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Private Markets, Market Cycle, Politics
2025 global outlook: Touchdown?
Many of the themes that are likely to drive investor returns are, we believe, just as relevant to public markets as to their private counterparts.
2 min read
by
Sonja Laud & Bill Hughes
Deglobalisation: Private markets in a more diverging world
While deglobalisation has the potential to create headwinds for economic growth, we believe it also could create potential opportunities in certain sectors of the private markets.
1 min read
by
Lushan Sun
US election: themes and implications
We take stock of the upcoming US election, focusing on the implications for investors across a range of asset classes.
4 min read
by
Sonja Laud
Rates, politics and asymmetric opportunities
When we started planning this publication back in March, markets were still pricing in a significant amount of policy easing from the US Federal Reserve (Fed), the world’s most important central bank.
3 min read
by
Sonja Laud
2024 private credit outlook: A question of balance
Private credit performed well in 2023, with low default rates and plenty of market activity. Will this continue into 2024?
2024 Real Assets outlook: A brave new world?
In his annual outlook, Global Head of Investment Strategy & Research Rob Martin considers long-term performance as the combination of structural tailwinds and cyclical opportunities.
by
Robin Martin
CIO 2024 outlook: Skirting risks, harvesting yields
As inflation and growth dynamics vie with political risk for investor attention next year, we anticipate fresh volatility – and opportunity – in this higher-rate environment.
Investing amid an AI inflection point – our CIO autumn update
In our CIO autumn update, teams from across LGIM assess the key implications of AI for our clients.
Investing amid an AI inflection point – our CIO autumn update
In our CIO autumn update, teams from across LGIM assess the key implications of AI for our clients.
Investing amid an AI inflection point – our CIO autumn update
In our CIO autumn update, teams from across LGIM assess the key implications of AI for our clients.
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