395: Private markets – Carving a path

What do the next 12 months have in store for private markets? That’s the question our panel aims to answer on this week’s podcast. Discussion focused on what influenced private markets in 2025 and what key themes we see emerging with 2026 already well under way. We also looked at specific sectors in more detail, delving into real estate, digital infrastructure and private credit. On our panel: Rob Martin, Global Head of Research and Investment Strategy Bill Page, Head of Real Estate Research Dr. James Tyrrell, Research Analyst Lushan Sun, Head of Cross-Asset Research This podcast was moderated by Nick Jardine, content manager at L&G, and was recorded on 4 February, 2026. All data from Cliffwater, Bloomberg, PMA and Preqin as of 2026, unless otherwise stated. Assumptions, opinions, and estimates are provided for illustrative purposes only. There is no guarantee that any forecast will come to pass. It should be noted that diversification is no guarantee against a loss in a declining market.

You can listen to 395: Private markets – Carving a path online on Radio and Podcast. Open the player on this page to stream the available audio.

395: Private markets – Carving a path is an episode from LGIM Talks.

This episode is 21:43 long.

This episode was published on Feb 5, 2026.

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