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.
Earnings: micro strength amid macro noise
Macro headwinds are real but are not overwhelming company fundamentals. In this environment, selectivity is increasingly important. 
Seven factors that shape investment risk in drawdown
For many DC retirees, and likely more in the future, decumulation of their savings converts a pot into a pension. A key challenge is deciding... 
Podcast: In the room – how investment decisions are made
What really drives an investment decision and what happens before a trade ever reaches your portfolio? 
Open- vs closed-ended funds – do the returns differ?
As more investors seek exposure to private markets, we examine whether the choice between open- and closed-ended funds matters for performance. 
The truth about today's rising yields
Numerous factors are driving the recent rise in yields, but one truth about the increase is worth highlighting. 
Global economic imbalances and AI: few signs of concern
The key talking points around artificial intelligence (AI) have been on company earnings, the impact on inflation and medium-term labour market effects. Less discussed are... 
A new model in Minnesota: Google and Xcel Energy’s utility partnership model for affordable hyperscale load
Hyperscale data centres are a major driving factor behind load growth in the US electricity grid. The resources built to meet that load and the... 
Podcast: Keeping tabs on digital infrastructure
On this week’s episode of L&G Talks Asset Management, we sit down with Achal Arora, Managing Director of Digital Infrastructure Investments. Recommended content for you
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