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.
Diversification and the global AI growth story
How a carefully constructed index, equity and or multi-asset strategy could help investors overcome the challenges posed by AI. 
Emerging markets: Upside risk after a resilient 2025
We identify reasons for cautious optimism and discuss how we think innovative exposure can be achieved. 
Fiscal fault lines: how debt sustainability fears may shape 2026
After years of fiscal largesse, the ‘debasement trade’ has gained significant momentum, just as AI fuels an extraordinary wave of capital investment. 
Addressing under-saving for retirement
Given strains on government finances, how can the pension industry meet this growing challenge? 
Deforestation progress report
Showcasing multi-year efforts on milestones to meet our COP26 deforestation commitment. 
Podcast: Our 2026 investment outlook – the CIO call
This special episode marks the publication of our 2026 global outlook, which offers insights across public and private markets after another remarkable year for investors. 
Building resilient portfolios in an uncertain world
Why we seek to shun reckless prudence in favour of clearly reasoned strategic allocations. 
The US swing factor
The world’s largest economy will likely determine which of a wide range of scenarios for global growth plays out in 2026. 
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