348: Private markets in 2025: Digital infrastructure, affordable housing and university spinouts

We recently published our outlook for private markets in 2025, looking at some of the factors potentially impacting these assets over the next 12 months. In this edition of LGIM Talks, we dive into some of the sub-sectors of private markets in a little more detail, looking at what the year ahead might have in store. Joining us we have: Matteo Colombo, Head of Digital in Infrastructure, to assess the environment for digital infrastructure assets. Ali Farrell, Fund Manager and Simon Century, Head of Capital Investing, to chat all things affordable housing Chris Hopkins, Head of Venture Capital, to address the UK university spinout space This podcast is hosted by Nick Jardine, content manager for private markets. Follow us on LinkedIn and Twitter for our latest updates and discover the LGIM blog for more insights. Never miss another episode of LGIM Talks: hit subscribe in your Apple Podcasts, Spotify app or wherever you listen to podcasts. 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 above information does not constitute a recommendation to buy or sell any security. Sources: Grand View Research, as of May 2024 Green Street, as of October 2024 CBRE, Q3 2024 Hostinger Tutorials, AI statistics and trends: New research for 2025 Legal & General internal research, as of September 2024 Social housing lettings in England, tenants: April 2022 to March 2023 - GOV.UK 159,000 children homeless - Shelter England - Shelter England National Housing Federation - Building new homes 2

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What does a changing world mean for my portfolio? Which asset classes are undervalued? Will declining demographics affect my investments? From L&G’s Asset Management division, we bring you conversations about the global economy and how professional investors can take advantage of these opportunities. We'll be talking to fund managers, analysts, industry experts and more to discuss the latest market and political developments, their most exciting asset allocation ideas and how they're optimising portfolios for market booms and economic gloom. From Trump's tariffs to irrational investors, L&G Talks Asset Management dives into the world of asset management and brings you our most compelling thoughts to help you make informed investment decisions. To find out more, visit https://am.landg.com/en-uk/institutional/insights/ L&G has been helping customers since 1836. A founding member of the Financial Times Stock Exchange (FTSE) 100 index, L&G is one of the UK's leading financial services companies serving UK customers for our life assurance, pensions, investments and general insurance plans.  This podcast is intended for investment professionals, and shouldn't be shared with a non-professional audience. This podcast should not be taken as an invitation to deal in L&G investments. Any views expressed during this recording belong to the individuals and are based on market conditions at the time of recording, and do not reflect the views of L&G. Legal & General Investment Management is authorised and regulated by the Financial Conduct Authority. Legal & General Investment Management, One Coleman Street, London, EC2R 5AA. Register in England no. 2091894. All rights reserved. No part of this audio may be reproduced in whole or in part without the prior written consent of Legal & General Investment Management.