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.
The worst of times; the best of times? Private markets react to an uncertain world
Private markets remain resilient amid global shocks. In this blog, we examine trends, key risks, and sector specific levers shaping these asset classes in 2026... 
Prepayment dynamics in a bifurcated agency MBS market
What do mortgage lock in and the composition of the universe mean for prepayments and convexity? We consider the implications for investors 
Podcast: Do charities suffer from money illusion?
Money illusion is one of the most common behavioural biases and with nearly £30 billion held in cash, are UK charities assuming that the most... 
Do factor investing and ESG go together?
In a major new whitepaper, we explore the complex interaction of factors and ESG objectives. 
Understanding the factor exposures of thematic indices
Ahead of a major research paper to be released later this year, we analyse the factor exposures of thematic indices – and what this means... 
UK politics in focus: implications for investors
Following the recent local election results, Prime Minister Keir Starmer is struggling to maintain his grip on the Labour Party leadership. Should investors be worried... 
Steering buy & maintain credit through geopolitical uncertainty
Geopolitical tension is once again shaping market sentiment, prompting many clients to ask how buy and maintain (B&M) investment grade credit portfolios are positioned. 
How AI could change the economics of cyber security
In the second part of a new series on Anthropic*’s Claude Mythos, we consider which parts of the cyber security value chain may be most... 
Podcast: Unpacking our US investment outlook
In today’s fast-moving investment landscape, we believe staying ahead means looking beyond the headlines – understanding how powerful structural shifts like AI disruption can reshape... 
The American consumer’s hidden cracks
Conventional wisdom says the US consumer is fine. A closer look at the data suggests the foundations may be quietly shifting. Recommended content for you
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