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.

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
back lash
ESG and long-term themes

Beyond the backlash

Despite the noise, many asset owners are doubling down on sustainability. Companies and investors should get ready for increased momentum, not less.
Will Glevey
By  Will Glevey
27 Nov 2025
3 min read
Operational real estate
Investment strategy

How can platform investing be deployed to meet wider portfolio objectives?

In our first blog on operational real estate, we looked at how growth equity investing can be applied to this asset class. In our second...
Robin MartinBill Page
By  Robin Martin, Bill Page
26 Nov 2025
2 min read
boom bust
Markets and economics

Boom or bust?

We offer an outside view on the AI bubble debate
Christopher Jeffery
By  Christopher Jeffery
25 Nov 2025
5 min read
Engine AI
Markets and economics

Engines of intelligence: Building silicon cathedrals

Physical infrastructure is driving the AI buildout. That is having macro implications, for better and worse.
Matthew Rodger
By  Matthew Rodger
24 Nov 2025
4 min read
divi past
Investment strategy

A bird in the hand: why dividends matter

Dividends can potentially provide a valuable source of stability in periods of volatility, and may also be indicative of superior profitability. But the investment strategy...
Elisa Piscopiello
By  Elisa Piscopiello
20 Nov 2025
3 min read
santa fomo
Markets and economics

Is Santa Claus for real?

With equity market valuations appearing stretched, we ask whether market gifts of Christmases past could still be in the post this year.
Emiel van den HeiligenbergGreta Farina
By  Emiel van den Heiligenberg, Greta Farina
19 Nov 2025
3 min read
buyout 2
Investment strategy

Video: Buyout 2.0 – Back to basics

You choose the endgame, we'll build the bridge
L&G’s Asset Management business
By  L&G’s Asset Management business
18 Nov 2025
1 min read
Refurb flats
Investment strategy

Applying growth equity investing to operational real estate

On the back of our recent report looking at investing in real estate operating companies, we assess how growth equity investing can be applied to...
Robin MartinBill Page
By  Robin Martin, Bill Page
13 Nov 2025
3 min read
AI Boom
ESG and long-term themes

Webinar: Are we in an AI boom or bubble?

A trio of L&G investment experts recently recorded a webinar to discuss the wide-ranging implications of artificial intelligence (AI) for investors.
L&G’s Asset Management business
By  L&G’s Asset Management business
12 Nov 2025
1 min read

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