Miriam Uebel

Generative AI in data centres part 3: How GenAI shapes AI sovereignty and data centre investment

In this final instalment, we consider how capital flows for data centre investment are shaped by AI sovereignty and geopolitics, and how the evolution of GenAI will increase their impact.

Generative AI in data centres part 2: The evolution of GenAI and data centre investment implications

Generative AI in data centres part 1: A primer

In this first of a three-part series, we look at how GenAI is fuelling a surge in data centre investment, enabling the development of facilities that can house and cool high-power AI chips.

Navigating the Private Markets landscape in 2025 (so far)

Like other asset classes, Private Markets have had to navigate a 2025 strewn with macro uncertainty. Here, we look at assets we believe are screening positively in the current environment, while asking what needs to change to bolster other sub-sectors.

Deglobalisation 2.0: Infrastructure

While the infrastructure sector is large and diverse, we’ve chosen to focus our last blog of this series on the digital sector where the long-term scale of asset creation is likely to be especially large and the implications of deglobalisation may be particularly relevant.

Deglobalisation 2.0: Real estate

Real estate has shown it can perform even amid higher inflation and rising rates, providing growth is strong. How does a ‘deglobalising’ world change the picture?

Webinar: InfraGrowth: What’s driving Europe’s infrastructure transition?

Senior portfolio managers from L&G and NTR recently sat down for an IPE-led webinar to discuss the key drivers behind Europe’s transformative infrastructure journey.

Digital infrastructure: Charting the course in 2025

After proving fairly resilient in 2024, we look at what the remainder of 2025 may have in store for digital infrastructure – including the potential impact of DeepSeek's* R1 model release.

Innovative water management: the future of data centres

From water treatment technologies to smart water management, water tech innovations are increasing the efficiency of data centres.

A sector approach: UK real estate in 2025

With January's bond yield-led volatility calming down, we take stock of real estate as an asset class, looking at which sub-sectors might be of interest to investors in the year ahead.

Sector focus: Continuing our 2025 private credit outlook

In the first part of our 2025 private credit outlook, we offered a broad overview of the prospects for the asset class over the next 12 months. Now, we assess some sectors in a little more depth – namely infrastructure and real estate.

Income and impact: Opportunities in affordable housing

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.

High interest rates and low defaults? A 2025 private credit outlook

In the first episode of the 2025 Outlook, LGIM's experts explain why private credit is well positioned for 2025, supported by still-high interest rates, positive GDP growth in the U.S., and an improving M&A environment.