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.

Quantum Computer
ESG and long-term themes

Investing in a quantum future: UK university technologies are aiming to lead the way

Our recent paper looks into the institutional investment opportunity in quantum computing and how UK university spin-outs are furthering innovation in this sector.
Jong Sang ChoiChloe Hall
By  Jong Sang Choi, Chloe Hall
05 Jun 2025
2 min read
extreme valuations
Investment strategy

Equity valuations uncovered (part 5): Beyond extremes

Do valuations only matter in extremes? And can the precise form of the valuation metric lead to different conclusions?
John SouthallAsset Allocation team
By  John Southall, Asset Allocation team
04 Jun 2025
4 min read
dollar demise
Currency

Chart of the month: Have reports of the dollar's death been greatly exaggerated?

In May 1897, rumours began to circulate in New York of the death of Mark Twain. The great writer, who was in London at the...
Christopher Jeffery
By  Christopher Jeffery
03 Jun 2025
2 min read
paints diversification
Investment strategy

Why diversification is key to a resilient portfolio

In the first of a series on overcoming equity market concentration risk, we consider alternatives to a traditional portfolio, and provide a practical guide to...
Andrzej PiochAude Martin
By  Andrzej Pioch, Aude Martin
02 Jun 2025
4 min read
Handshake US
Markets and economics

T-bill stakes: of markets and accords

Exploring President Trump’s unconventional paths to securing dollar-treasury dominance.
Matthew Rodger
By  Matthew Rodger
30 May 2025
4 min read
L&G Talks
Investment strategy

Podcast: What does the term ā€˜money market fund’ actually mean?

What is a money market fund? Why do investors use them? And how might the path of interest rates, technological change and regulation affect the...
L&G’s Asset Management business
By  L&G’s Asset Management business
29 May 2025
1 min read
treasury US
Markets and economics

T-bill stakes: finding buyers and sellers

Treasury ownership has changed significantly since discussion of the ā€˜balance of financial terror’ 20 years ago.
Matthew Rodger
By  Matthew Rodger
28 May 2025
4 min read
25 field
ESG and long-term themes

Our global engagement to deliver positive change

During the first quarter of 2025 we continued to engage with companies, industry peers and policymakers, voting on behalf of our clients on a wide...
Investment Stewardship team
By  Investment Stewardship team
27 May 2025
1 min read
L&G Talks
Markets and economics

Podcast: US tariffs, the Hong Kong dollar and UK inflation – Market Talk

Ben Bennett, Head of Investment Strategy Asia, shares his thoughts on the rebound in risk assets following the preliminary US/China trade deal.
L&G’s Asset Management business
By  L&G’s Asset Management business
22 May 2025
1 min read
Baked beans
Markets and economics

Margin call: will ā€˜middlemen’ markups amplify tariff inflation?

Does the behaviour of branded baked-bean prices during the energy crisis point to upside risks to tariff inflation from ā€˜middlemen’ markups?
James Carrick
By  James Carrick
22 May 2025
5 min read

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