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.
Podcast: Where next for US assets? Market Talk
In another week of volatility for US assets, Ben Bennett dissects the market reaction to frictions with the Fed, considers the path of the dollar,... 
Securitised credit enhancement: Credit where it’s due
The role of credit enhancement in bond securitisation is an important concept to understand as it aims to help senior bondholders mitigate potential losses in... 
The evolving landscape of emerging market private credit
Development finance institutions can help investors gain exposure to emerging market private credit while potentially reducing default risk. We take a look at how these... 
A new era dawns
Our longstanding thesis of a market vulnerable to shocks has been confirmed, allowing us to take profits on several dynamic positions. 
From trade to trends: Unpacking market behaviour
How can recent market volatility be assessed through the broader historical patterns of market behaviour? 
The return of Realpolitik – and what it means for investors
In 1990, Francis Fukuyama declared the “End of History” in his eponymous book, foretelling the end of ideological strive and the spread of democracy throughout... 
Equity valuations uncovered (part 3): Short-term insights
A common refrain is that valuations are irrelevant over short horizons, but that they become strong predictors in the longer term. What motivates such statements... 
Deglobalisation 2.0: Real estate
Real estate has shown it can perform even amid higher inflation and rising rates, providing growth is strong. How does a ‘deglobalising’ world change the... 
US securitised: From crisis to confidence
How securitised markets have evolved since the global financial crisis. Recommended content for you
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