Advances in technology, population change, decarbonisation and geopolitical pressures are both catalysing new industries and rendering some assets obsolete.

To make sense of these rapid changes, the LGIM Real Assets Research Team has defined four megatrends they expect to drive private investment performance and capital allocations for the remainder of the decade and beyond.

In this broad-ranging discussion, Global Head of Investment Strategy and Research for LGIM Real Assets Rob Martin and Research Manager Matt Soffair introduce these investment themes, identify the sectors they think are in most alignment with them, and break down the structural factors they believe will drive returns for years to come.


For professional investors only. Capital at risk. For illustrative purposes only. Reference to a particular security is on a historic basis and does not mean that the security is currently held or will be held within an LGIM portfolio. The information in this podcast does not constitute a recommendation to buy or sell any security.

All data is sourced from Bloomberg as at 15 April 2024 unless otherwise stated.