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.
Countdown to 2026
As the year draws to a close, it’s that time when investors start trying to forecast what’s next… 
AI, gold and no shortage of surprises: reflecting on 2025
I reflect on the biggest themes in a year that confounded expectations and delivered opportunities and challenges in abundance. 
Is AI the answer?
While scepticism runs high, there’s potential for AI to have far bigger impact on the economy and markets than historical parallels suggest. 
Podcast: In conversation with… Amelie Chowna
In this episode, we catch up with Amelie Chowna, our newly appointed Head of Fixed Income Strategic Initiatives. 
Diversification and the global AI growth story
How a carefully constructed index, equity and or multi-asset strategy could help investors overcome the challenges posed by AI. 
Emerging markets: Upside risk after a resilient 2025
We identify reasons for cautious optimism and discuss how we think innovative exposure can be achieved. 
Fiscal fault lines: how debt sustainability fears may shape 2026
After years of fiscal largesse, the ‘debasement trade’ has gained significant momentum, just as AI fuels an extraordinary wave of capital investment. 
Addressing under-saving for retirement
Given strains on government finances, how can the pension industry meet this growing challenge? 
Deforestation progress report
Showcasing multi-year efforts on milestones to meet our COP26 deforestation commitment. Recommended content for you
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