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.
The AI effect: why active management matters more, not less
AI is not simply a story of sector winners and losers, strengthening the case for bottom-up stock selection in our view. 
Clean power: A market in transition
Clean power infrastructure has moved beyond simply “build more renewables”. The sector is now driven by a more complex interaction where dispersion is rising by... 
Should portfolios chase correlation spikes?
Correlations rise in stressed markets. But should a portfolio-tilting model chase those moves? We explain why doing so may add more sensitivity than insight. 
Podcast: Are treasuries untethering from the oil price? Market Talk
Ben Bennett, Head of Investment Strategy, Asia, shares his thoughts on the big ideas shaping markets today. 
How AI investment is transforming credit supply
Why the corporate bond market is being reshaped more rapidly than many investors appreciate 
Investing in energy resilience
Spanning sectors including utilities, clean power and digital infrastructure, we think this theme is supported by several long-term structural tailwinds. 
Is tokenmaxxing the strongest signal yet for AI demand?
For July’s chart of the month, we explore the rise of tokenomics. We look at the incredible growth in direct artificial intelligence (AI) revenues in... 
Liquidity management: the power of process
From macro themes to credit research and scenario stress testing, there’s more to your cash investments than meets the eye. It’s time to look under... 
Podcast: Private markets – myth vs reality
Private markets come with a powerful narrative: patient capital, complexity premia, and access to parts of the economy public markets can’t reach. But with every... 
Private credit: Pockets of resilience
Why investment-grade private credit and asset-backed finance stand out in today’s tougher landscape. 
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