Legal & General Investment Management (LGIM)

We’re delighted that Bill Hughes, our Global Head of Private Markets, has been named on the Private Equity News ‘Twenty Most Influential in Real Estate 2025’ list! This is a testament to Bill’s hard work and dedication to transforming our UK property fund management business into a global real assets platform. It’s wonderful to see his contributions recognised alongside other leaders in the industry. You can see the full list here: https://lnkd.in/gF_uRukS For professional investors only. Capital at risk. #RealAssets #PrivateMarkets

Our latest blog explores why we see a potential opportunity for private institutional capital to work in partnership with the public sector to address the UK’s affordable housing needs: https://lnkd.in/ePZAWyjJ For professional investors only. Capital at risk. #PrivateMarkets

We are pleased to announce Legal & General has raised £510 million (as of January 2025) as part of the second close of its Affordable Housing Fund, aimed at tackling the UK’s housing crisis head on. The funds raised to date are expected to deliver approximately 3,500-4,000 homes. With major supply shortages in the UK affordable housing sector, this additional capital emphasises the power of collaboration of the public and private sectors to build more homes and create purposeful impact. Learn more about the fund and read the full release here: https://lnkd.in/egu3wRWH For professional investors only. Capital at risk.

Ahead of the release of an in-depth research paper, John Southall, Head of Strategic Research in our Asset Allocation team, discusses: • Why the FX hedging debate matters for investors today • Two big factors that are often overlooked • Conclusions from analysis of a century of equity market data Listen here: https://lnkd.in/eFVe-pjA For professional investors only. Capital at risk. #LGIMTalks #FX

Over the last decade, we have committed over £7.7 billion to support the evolution of university ecosystems across real estate, infrastructure and into university spinouts.   Emerging trends across university ecosystems are creating a more attractive landscape for institutional investors to access growth businesses spinning out of some of the UK's leading universities.   Swipe to discover our key insights and learn more in our recent video with our venture capital team: https://lnkd.in/egss4bMN   For professional investors only. Capital at risk.

What are the key themes on investors’ radars? In the latest episode of LGIM Talks, our CIO @Sonja Laud shares her thoughts on this question, including: ➡️Her assessment of what led to strong equity market performance in 2024 ➡️Factors to consider when weighing up where to invest in 2025 ➡️How UK bond markets are currently positioned amid rising yields Click here to listen: https://lnkd.in/esUEG7Z3 For professional investors only. Capital at risk. #LGIMTalks #Markets

What can we expect from fixed income markets over the rest of the quarter? Most outlooks for 2025 place a lot of emphasis on the incoming Trump administration and the sharp reductions in European growth that could result from a combination of Trump’s tariff policies, economic challenges in Germany and political dysfunction in France. How do our fixed income investors see these factors playing out? Find out at the link below. https://lnkd.in/dRPADy3b

💧 Why is AI so thirsty? In the first part of a new series on AI and water, we explain why these systems could soon be consuming around five times as much water as Denmark every year. Discover how new technologies are the challenge of a thirstier world. https://lnkd.in/eyZcEMem For professional investors only. Capital at risk. #CleanWater #AI

2025 could bring opportunities for change as the rate-cutting cycles in the US and Europe mature, and markets begin to digest the post-election changes of 2024. In our latest DB webinar with Professional Pensions, we discuss what could be in store for DB schemes in the future: https://lnkd.in/eCVjiGxe For professional investors only. Capital at risk. #DB #Endgame #Pensions

Having launched our flagship Affordable Housing Fund last year, we continue to work with our clients to find new ways to further address the UK’s shortfall in affordable homes. Today we are pleased to announce that we have created a vehicle that has enabled Greater Manchester Pension Fund to help build properties across the Northwest region. Watch our video: https://lnkd.in/etgzzr-3 For professional investors only. Capital at risk.