We recently published our outlook for private markets in 2025, looking at some of the factors potentially impacting these assets over the next 12 months.

In this edition of LGIM Talks, we dive into some of the sub-sectors of private markets in a little more detail, looking at what the year ahead might have in store.

Joining us we have:

Matteo Colombo, Head of Digital in Infrastructure, to assess the environment for digital infrastructure assets.
Ali Farrell, Fund Manager and Simon Century, Head of Capital Investing, to chat all things affordable housing
Chris Hopkins, Head of Venture Capital, to address the UK university spinout space

This podcast is hosted by Nick Jardine, content manager for private markets.

Follow us on LinkedIn and Twitter for our latest updates and discover the LGIM blog for more insights. Never miss another episode of LGIM Talks: hit subscribe in your Apple Podcasts, Spotify app or wherever you listen to podcasts.

For professional investors only. Capital at risk. For illustrative purposes only. Reference to a particular security is on a historic basis and does not mean that the security is currently held or will be held within an LGIM portfolio. The above information does not constitute a recommendation to buy or sell any security.

Sources:

Grand View Research, as of May 2024
Green Street, as of October 2024
CBRE, Q3 2024
Hostinger Tutorials, AI statistics and trends: New research for 2025
Legal & General internal research, as of September 2024
Social housing lettings in England, tenants: April 2022 to March 2023 - GOV.UK
159,000 children homeless - Shelter England - Shelter England
National Housing Federation - Building new homes
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348: Private markets in 2025: Digital infrastructure, affordable housing and university spinouts 24:58 Share

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348: Private markets in 2025: Digital infrastructure, affordable housing and university spinouts