End of the Cycle, Or Just the Beginning?
For allocators, the key question remains: Are we approaching the end of the current cycle, or are we on the verge of a new phase, one potentially driven by productivity gains that could alter the pace, if not the direction, of the cycle?
About us
L&G's Asset Management business is a major investor across public and private markets worldwide, with $1.533 trillion in AUM.* Our clients include individual savers, pension scheme members and global institutions, who invest alongside L&G’s own balance sheet.
Our ambition is to be a leading global investor, innovating to solve complex challenges for our clients using the power of L&G. This is rooted in our investment philosophy and processes, which are focused on creating value over the long term.
We believe that incorporating financially material sustainability criteria, when relevant to our clients, can generate value and drive positive change.
Our capabilities
Insights
CIO Insight: Investing Implications of a New World Order
We see a potential global regime shift, which our economists call the return of “realpolitik.” After decades of globalization and the spread of liberal democracy post the Cold War, we’re seeing countries turn inward, prioritizing power, security and self-interest over ideals and efficiency.
The Truth About Gen Z and US Apartment Demand
Attention to absolute numbers of Gen Zers is more important than growth rates when it comes to determining where Gen Z is truly driving US apartment demand, a fact that developers in some areas appear to have misunderstood.
A Rebuttal of Rebalancing Downsides
A paper that made headlines earlier this year suggested that predictable rebalancing strategies may cost investors several basis points of return. Our experience and analysis tell a different story.
Podcast: Our Global Approach to Fixed Income
In the latest episode of L&G Talks Asset Management, Colin Reedie and Jason Shoup, Co-Heads of Global Fixed Income at L&G, discussed the benefits of thinking and acting globally.
GSE Reform: Three Guiding Principles
Surprise IPO plans for Fannie Mae and Freddie Mac could reshape US housing finance. Amid the uncertainty, three guiding principles emerge, offering clues as to what lies ahead for investors and policymakers.
News and media
Anthony Woodside Discusses the Future of Talent at FT Live Conference
Anthony spoke on the Redefining Talent, Skills and Careers in Asset Management panel. The panelists discussed how asset managers redefine the human role in an industry where machines can analyze markets and optimize portfolios faster than any person.
L&G Acquires Lynnfield Commons Outside Boston
As L&G continues to build out its international footprint, its Private Markets platform announced that it has acquired Lynnfield Commons in Lynnfield, Massachusetts, through its dedicated US investment arm. The transaction, completed in partnership with Taurus Investment Holdings, LLC, demonstrates L&G’s continued momentum in growing its US real estate capabilities and achieving scale globally for its Private Markets platform.
Revanta Pawar Featured in The Journal of Portfolio Management
The Journal of Portfolio Management interviewed Revanta Pawar for their latest Asset Manager Perspectives publication. The interview covers the daily portfolio management of the firm’s multi-asset strategies, provides an update on derivatives and the current market environment, as well as shares qualities and advice for junior portfolio managers.
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*Global AUM as of June 30, 2025. Assets tallied biannually. “Global AUM” aggregates the assets managed by Legal & General Investment Management Ltd. ("LGIM"), Legal & General Investment Management America, Inc. ("LGIMA"), Legal & General Investment Management Asia Limited (“LGIM Asia”) and LGIM Singapore Pte. Ltd. (“LGIM Singapore”). The AUM includes the value of securities and derivatives positions. AUM figures converted using the spot rate at the relevant date.
The material in this presentation regarding L&G – Asset Management, America is confidential, intended solely for the person to whom it has been delivered and may not be reproduced or distributed. The material provided is for informational purposes only as a one-on-one presentation and is not intended as a solicitation to buy or sell any securities or other financial instruments or to provide any investment advice or service. Where applicable, offers or solicitations will be made only by means of the appropriate Fund’s confidential offering documents, including related subscription documents (collectively, the “Offering Materials”) that will be furnished to prospective investors. Before making an investment decision, investors are advised to carefully review the Offering Materials, and to consult with their tax, financial and legal advisors. L&G – Asset Management, America does not guarantee the timeliness, sequence, accuracy or completeness of information included. The information contained in this presentation, including, without limitation, forward looking statements, portfolio construction and parameters, markets and instruments traded, and strategies employed, reflects L&G – Asset Management, America’s views as of the date hereof and may be changed in response to L&G – Asset Management, America’s perception of changing market conditions, or otherwise, without further notice to you. Accordingly, the information herein should not be relied on in making any investment decision, as an investment always carries with it the risk of loss and the vulnerability to changing economic, market or political conditions, including but not limited to changes in interest rates, issuer, credit and inflation risk, foreign exchange rates, securities prices, market indexes, operational or financial conditions of companies or other factors. Past performance should not be taken as an indication or guarantee of future performance and no representation, express or implied, is made regarding future performance or that L&G – Asset Management, America’s investment or risk management process will be successful.
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