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.
From capex boom to transmission risk – AI and portfolio resilience
With AI linkages to equity and credit markets deepening, how can portfolios respond to concentration, valuation and operational risks? 
Our voting intentions for 2026
Our voting intentions at the following shareholder meetings: Edinburgh Worldwide Investment Trust 
Venezuela: What do recent events mean for markets?
Amid the recent US intervention, we assess the potential impact on markets and discuss what we are doing in portfolios. 
Countdown to 2026
As the year draws to a close, it’s that time when investors start trying to forecast what’s next… 
AI, gold and no shortage of surprises: reflecting on 2025
I reflect on the biggest themes in a year that confounded expectations and delivered opportunities and challenges in abundance. 
Is AI the answer?
While scepticism runs high, there’s potential for AI to have far bigger impact on the economy and markets than historical parallels suggest. 
Podcast: In conversation with… Amelie Chowna
In this episode, we catch up with Amelie Chowna, our newly appointed Head of Fixed Income Strategic Initiatives. 
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. 
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