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.
Midyear global outlook: AI vs geopolitics
This outlook focuses on two forces shaping the investment landscape: the dramatic acceleration of AI and an ever-more contested geopolitical order. 
Podcast: Our midyear investment outlook – the CIO call
This special episode marks the publication of our midyear global outlook, which takes stock of the extraordinary first half of 2026 for investors – and... 
LPI inflation: back in focus for DB schemes
In periods like today, forming a view on inflation remains challenging. But should schemes be asking a different question? 
The case for US multifamily commercial real estate
Investors choosing to diversify their portfolios with US property have a wide array of property types on offer. I this blog, we look at one... 
Our voting intentions for 2026
Our voting intentions at the following shareholder meetings: BP, Edinburgh Worldwide Investment Trust, Deere & Company, Korean Corporate Governance reform Meeting 
Measuring what matters: Looking beyond the numbers
In assessing energy transition risk in banks, what’s easiest to measure isn’t always what matters most. Aggregate fossil fuel financing is often used as a... 
SpaceX IPO launches: Implications for index exposures
Index vendors have been reviewing and updating their inclusion rules to adapt to a changing IPO landscape, though differences remain, with implications for investors. 
London calling: Why London’s industrial real estate market remains a capital choice
While returns since 2022 have been a little underwhelming, we believe there’s now a compelling case for London’s industrial real estate assets. 
Measuring what matters
In the energy transition, what’s easiest to measure isn’t always what matters most. While simple metrics offer clarity, relying on a single number to assess... Recommended content for you
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