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.

Wireless tower
Markets and economics

Infrastructure: A look back at a look ahead

Infrastructure saw record fundraising in 2025 driven by megafunds. Transaction volumes, particularly asset creation, continue to be driven by digital and power demands, but face...
Dr. James Tyrrell
By  Dr. James Tyrrell
04 Dec 2025
poles apart
Currency

Chart of the month: Poles apart?

We assess the divergent path of emerging market currencies in 2025
Christopher Jeffery
By  Christopher Jeffery
04 Dec 2025
2 min read
L&G talks
Investment strategy

Podcast: Private credit perspectives from Blackstone and L&G

We discuss our partnership with Blackstone, the world’s largest alternative asset manager.
L&G’s Asset Management business
By  L&G’s Asset Management business
04 Dec 2025
1 min read
Graded paper
Investment strategy

Demystifying private credit ratings

Private credit’s been in the headlines of late. In this blog, we address some of the misconceptions about how the asset class is rated.
Lushan SunKyle McGibbon
By  Lushan Sun, Kyle McGibbon
03 Dec 2025
4 min read
Data centre with wind turbine
Real assets

What’s next for Private Markets?

In this blog series we summarise the key developments in private markets over 2025 and our expectation for 2026.
Lushan Sun
By  Lushan Sun
02 Dec 2025
3 min read
ai trust
Investment strategy

Between trust and scepticism: the AI chronicles

Whether you think the AI boom has only just begun or it’s a bubble that could burst at any moment, there are investment solutions that...
Aude Martin
By  Aude Martin
02 Dec 2025
3 min read
card stamp
Equities

Am I on your Christmas card list?

Consumer preferences on sending cards are shifting – we discuss the effect this is having on card retailers.
Camilla AylingMatthew Cooke
By  Camilla Ayling, Matthew Cooke
01 Dec 2025
L&G_TalksAM
ESG and long-term themes

Podcast: Europe’s energy transition – an opportunity among the challenges

Europe’s emissions reduction goals are ambitious, with the continent providing a continually supportive regulatory backdrop to spur a transition to clean power.
L&G’s Asset Management business
By  L&G’s Asset Management business
01 Dec 2025
1 min read
780-x-467-office-and-window.jpg
ESG and long-term themes

Our voting intentions for 2025

Our voting intentions for the following shareholder meetings: Rio Tinto, Canadian banks, BP and Equinor ASA.
Investment Stewardship team
By  Investment Stewardship team
01 Dec 2025
3 min read
L&G Talks
Markets and economics

Podcast: UK Budget – implications for investors

Listen to our in-house investment professionals share their thoughts on the Budget.
L&G’s Asset Management business
By  L&G’s Asset Management business
27 Nov 2025

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