Miriam Uebel ist seit April 2024 Deputy Head of Europe, Institutional. In dieser Rolle liegt ihr Fokus auf dem weiteren Ausbau des institutionellen Geschäftes und auf L&G’s Private Markets-Bereich in Europa. Miriam Uebel verfügt über langjährige Erfahrung im Asset Management und in der Betreuung institutioneller Kunden.
Vor ihrem Eintritt bei LGIM war Miriam Uebel seit Juni 2009 als Executive Director bei UBS Asset Management in Deutschland im Bereich Institutional Client Coverage tätig. Dort betreute sie institutionelle Kunden, darunter Multinationals, Zentralbanken, Versicherungen und Pensionsfonds. Zudem verantwortete sie die Consultant Relations in Deutschl
Big Tech’s funding of AI infrastructure is well known. In this blog, we address how hyperscalers are financing their efforts in the technology and answer questions around whether these initiatives are sustainable.
Private markets are built for the long haul, yet recent market shifts are prompting investors to reassess their timing. With rising interest rates affecting valuations and slowing capital flows, is this turbulence a chance to enter at a more favorable point?
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.
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.
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.
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.
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?
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.
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.
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.
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.
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.
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.
