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.
Japan’s AGM 2025: Reform in motion
As Japan’s 2025 proxy season drew to a close, it became clear that the market is undergoing a quiet but meaningful transformation. Companies are increasingly... 
We need to talk about the twin deficits
Tariff revenues are flowing to the US Treasury, but are they improving the overall fiscal situation? And who is paying for them? 
Rethinking equity allocation: time to embrace equal weighting?
We explore the rise of equal-weight approaches, and how increasing coverage creates new options for investors seeking balanced exposure. 
Behind the Plastic Curtain: The treaty, the lobbyists, and the truth about recycling
From the corridors of negotiations at the United Nations to boardrooms across the world, a plastic curtain has descended. It conceals the true cost of... 
Words of wisdom: Do famous investment sayings hold water?
Our Well-known Investment Saying Evaluation (WISE) index provides an assessment of some well-worn financial aphorisms. 
Timing the cycle: why it remains important
Investors now face two very powerful competing forces: exponential AI-related capex and a slowing US economy. 
Generative AI in data centres part 3: How GenAI shapes AI sovereignty and data centre investment
In part 1 of this blog series, we introduced the physical infrastructure needs for data centres that support AI. In part 2, we described how... 
Are growth strategies anti-value?
The answer is nuanced – but designing growth strategies in a way that is agnostic to value could allow investors to capture the market returns... 
Our global engagement to deliver positive change
During the second quarter of 2025 we continued to engage with companies, industry peers and policymakers, voting on behalf of our clients on a wide... 
Podcast: Interest rate expectations, US data revision and AI earnings – Market Talk
Our regular markets discussion offers an overview of the biggest topics for investors today. Recommended content for you
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