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.
Podcast: Middle East update – market impacts and outlook
This episode is the edited audio of a webinar we held with clients on 20 March to discuss the market reaction to the ongoing conflict... 
Beyond the barrel
If the conflict in the Middle East persists, inflationary pressures could increase. However, in contrast to 2022, we think a sustained inflation surge appears less... 
No more free nature: The global economy can no longer afford its nature‑risk blind spot
Eroding ecosystems are challenging the idea that nature sits outside economic strategy, revealing overlooked risks. 
Podcast: Three paths to diversification
In this special edition of L&G Talks Asset Management, we examine three different approaches to diversification. 
What should investors make of century bonds?
Assessing ultra long maturity in a year of expected continued hyperscaler issuance. 
Filling the gap: Mobilising emerging market private credit
Our recent paper looked at why we believe emerging markets could play a pivotal role in delivering climate solutions and why emerging markets private credit... 
Is water one of the most critical investment themes of the decade?
Water is evolving into a theme that spans defensive stability, structural growth and innovation. 
Inclusive DC investing: seeing the saver behind the data
For many UK workplace pension scheme members, the system still doesn’t reflect how they live, work or save. Adequacy depends on reaching the full breadth... 
Our voting intentions for 2026
Our voting intentions at the following shareholder meetings: Edinburgh Worldwide Investment Trust 
Podcast: Middle East conflict – implications for investors
This episode is the edited audio of a webinar we held with clients on 5 March to discuss the implications for investors of the recent... Recommended content for you
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