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.
Branching out: The interesting case for forests in portfolios
Forests are prized not only for their historical role but also for their ability to help diversify portfolios and potentially support nature and climate if... 
The power to adapt when uncertainty reigns
We believe flexibility is key to capturing potential opportunities and mitigating risks across the diverse fixed income spectrum. 
Turning trash into treasure
The ‘take-make-waste’ plastic model isn’t working. But even as global talks stall, companies embracing circularity can seize a multi-trillion-dollar opportunity. 
From agri to tech: the impact of US tariffs on sectors
Our rundown of how US trade tariffs might affect different sectors. 
Podcast: Do famous investment sayings hold water?
Our Asset Allocation team recently released a whitepaper aiming to answer this question. We caught up with some of the authors to hear the highlights. 
The economic case for University-linked investments
L&G’s Private Markets research team recently published a major report into university investment earlier this year called “UK Universities: A Nexus for Private Market Investment”.... 
Gold miners glisten – is the shine here to stay?
Following exceptional year-to-date returns, investors assess whether it’s time to lock in gains or stay the course during this golden run. 
The myth of Chinese consumption stimulus
Investors who are holding their breath for consumer stimulus may be missing the bigger picture – and potential investment opportunities. 
AI adoption and jobs – positive for productivity?
While younger workers are finding careers in jobs where AI augments their skills, they are struggling to find jobs in sectors exposed to automation. 
Government debt and the uncertainty premium – Market Talk
Our regular markets discussion offers an overview of the biggest topics for investors today. Recommended content for you
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