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:
You can listen on Apple, Audioboom and Spotify.
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.
Disclaimer: Views in this blog do not promote, and are not directly connected to any L&G product or service. Views are from a range of L&G investment professionals, may be specific to an author’s particular investment region or desk, and do not necessarily reflect the views of L&G. For investment professionals only.
