Legal & General Investment Management (LGIM)

Our 2025 private markets outlook sees our experts offering their views on: 📉How potential cuts to interest rates might impact the private credit space 🏡 The factors that could affect real estate assets 🌉 Why we believe inflation will remain crucial to infrastructure valuations You can read the full outlook here: https://lnkd.in/ee3tXhWT For professional investors only. Capital at risk.

Finance Minister Antoine Armand was quick to remind commentators and investors that “France is not Greece” last month as debt continues to climb. However in the eyes of sovereign bond investors, it is now deemed to be a pretty similar risk. December’s Chart of the month blog asks how French government bond spreads stack up compared to the fundamentals: https://lnkd.in/ewq45Kqu For professional investors only. Capital at risk. #ChartOfTheMonth #SovereignDebt

🎓 🔬UK universities are at the forefront of world-class research and innovation. As such, university-linked investment platforms are producing cutting-edge companies championing breakthrough technologies – think gene sequencing, quantum computing or nuclear fusion – as they look to address today’s global challenges. We recently took a deeper look at the university spinout space, addressing what makes this asset class potentially attractive for institutional investors. You can view the highlights video here: https://lnkd.in/efSHS36v For professional investors only. Capital at risk.

How have markets reacted to political turmoil in France and South Korea? Will central bankers in Europe and the US remain on the same rates path? And why can’t a team of 1,000 economists predict a recession with any degree of certainty? Find out in the latest episode of LGIM Talks:https://lnkd.in/e5gyqHiy #Podcast #LGIMTalks #Markets

In our 2024 investment outlook, we stressed the importance of staying humble. When looking ahead to 2025, humility remains more important than ever. The big macro story is Donald Trump’s victory in the US presidential election. And the temptation is to assume similar economic and market responses to his agenda today as to the policies advanced by the first Trump administration. That would be a mistake, in our view. We believe markets are mispricing a host of risks – and opportunities – that will shape the year ahead. Read more in our global outlook: https://lnkd.in/eBaTrPGs For professional investors only. Capital at risk.

In a special episode of LGIM Talks ahead of the publication of our 2025 global outlook, our experts offer key views across public and private markets in what promises to be yet another dramatic year for investors, including: • Key market dynamics over 2024 – and how they might evolve next year • What we expect from key asset classes within private markets • Positioning within our Active Fixed Income and Multi Asset teams • Concentration risk within equities Listen here: https://lnkd.in/e_WAEA2c For professional investors only. Capital at risk. #LGIMTalks #Equities #Outlook

We’re delighted to be named Fixed Income Manager of the Year at the Insurance Asset Management Awards 2024. A huge congratulations to both our fixed income and insurance client teams – this award is a testament to your hard work and dedication. Awards should not be considered a recommendation. Past performance is not a guide to the future. For professional clients only. Capital at risk

How much mathematical ability do you need to work on an investment desk? And how can maths help uncover what's really happening in markets? Our experts, Fadi Zaher, Head of Index Solutions, and Aanand Venkatramanan, Head of ETFs, explore the crucial role mathematics plays in modern investment strategy and share practical ideas for numerically minded students considering careers in the industry. Listen to the episode here: https://lnkd.in/en2uicvT For professional investors only. Capital at risk. #Finance #Careers #Investment

Data centres, wireless towers, and fibre networks are essential to the modern-day economy, and the need for private funding for these assets continues to grow. At L&G, we are committed to deploying long-term capital to provide an increased supply of digital infrastructure assets, offering capital returns in the technology sector and ongoing support for our digital economy. Matteo Colombo has written an article for Institutional Real Estate, Inc.'s December issue, discussing the role of patient capital in delivering critical digital infrastructure. Read more about Matteo’s view on investing in the ‘digital wave’ here: https://lnkd.in/eb6AzJ-M For professional investors only. Capital at risk.

Welcome Eric Adler! We’re all delighted you’re here and looking forward to working with you.