Real Estate Equity
L&G Bolsters Private Markets Platform With Equity Stake in Taurus
About us
LGIM America exists to help people achieve their long-term financial goals and to make a difference in their lives, industries and communities. As a Chicago-based registered investment advisor with $231.9 billion in assets under management as of September 30, 2024, we are proud of our commitment to partner with clients. We specialize in the design and management of investment solutions for the US institutional market that address three primary concerns: stabilizing pensions, income for life and sustainable solutions.
Our capabilities
Insights
Real Estate Pulse: US CRE Producing Positive Returns
The combination of ongoing solid economic growth, moderating inflation and the first interest rate cut of the cycle largely explain the improvement in CRE performance. Signals of a cycle bottom have been emerging since the beginning of 2024. More recently, roughly half of investors polled by CBRE are expecting a big improvement in transactions during the first half of 2025.
Unlocking the Power of a Strategic Allocation to Commodities
As a standalone asset class, commodities have recently been uninspiring to investors, even after the inflationary period that followed the pandemic. However, when we look at the combination of current market themes and historical contributions of commodities to a balanced portfolio, we see ample reasons to be allocated to this unloved asset class.
Investment Outlook: Navigating the Narratives
Recent data present an economic landscape reminiscent of last year’s: growth remains persistently above trend, job creation far exceeds what is necessary to maintain a stable unemployment rate and inflation is inching back towards target. The volatility in economic outlooks underscores a cycle that is charting its own course, largely unconstrained by historical precedent.
News and media
Ryan Raymond Spotlighted in The TRADE’s Q3 Magazine
The TRADE’s Q3 Magazine offers in depth features exploring the developing emerging markets landscape, artificial intelligence, the impact of the new Treasury clearing rules in the US, the prime brokerage landscape, and the role of technology in the shifting relationship between the buy- and sell-side.
2023 CIO Industry Innovation Award - Public Fixed Income
CIO has selected LGIM America as the 2023 Industry Innovation Award winner for Public Fixed Income. The CIO awards centered on allocators driving change and enhancing institutional fund performance and the service providers driving innovation in institutional investing.1
Crain’s People on the Move features Felipe Telles, CFA
Crain's Chicago Business featured LGIM America’s Felipe Telles, CFA, Senior Portfolio Manager, in its latest People on the Move publication. In his role, he works as part of the Portfolio Management team to invest client portfolios consistent with LGIM America’s investment strategy views.
Investment stewardship
Climate Change – Inaction Is Not an Option
This paper makes the case that the greatest climate impact – and potentially also some of the greatest returns – can be sought by investing in those companies with high emissions or whose products have the greatest impact on other companies’ emissions. Central to this approach is pro-active and profound company engagement; we believe in encouraging the companies to pull the levers necessary to target improved aggregate climate outcomes. The goal is to allocate more capital to drive the business opportunities the transition creates, while simultaneously driving down emissions over time.
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1. Chief Investment Officer, 2023 Asset Management & Service Providers survey. Nominees are anonymously submitted by their peers across the industry. Finalists and winners are chosen from the nominee pool by the CIO editorial team in conjunction with an advisory board of former and current CIOS. LGIMA did not compensate CIO for its award. https://www.ai-cio.com/news/cio-announces-2023-industry-innovation-award-winners. This award does not imply that LGIMA will or has been successful in its product offerings or services.
2. P&I listed LGIMA as one of the “Best Places to Work in Money Management” for 100-499 employees. LGIMA did not compensate Pension & Investments for this award. More detailed information regarding the survey methodology and tabulation of results can be found at: https://lnkd.in/esgadGYu.
This material is intended to provide only general educational information and market commentary. Views and opinions expressed herein are as of the date set forth above and may change based on market and other conditions. The material may not be reproduced or distributed. The material is for informational purposes only and is not intended as a solicitation to buy or sell any securities or other financial instrument or to provide any investment advice or service. Legal & General Investment Management America, Inc. does not guarantee the timeliness, sequence, accuracy or completeness of information included. 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.
Certain of the information contained herein represents or is based on forward-looking statements or information, including descriptions of anticipated market changes and expectations of future activity. Forward-looking statements and information are inherently uncertain and actual events or results may differ from those projected. Therefore, undue reliance should not be placed on such forward-looking statements and information. There is no guarantee that LGIM America's investment or risk management processes will be successful.