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.

Lighthouse
Fixed income

Global high yield: when risks overlap in 2026

A supportive carry backdrop but layered risks warrant a more defensive, flexible stance.
John RyanSophia Hunt
By  John Ryan & Sophia Hunt
23 Apr 2026
3 min read
Annuity DC
Investment strategy

Deferred annuities in DC decumulation: understanding the trade-offs

Pension schemes are weighing whether deferred annuities can deliver the simplicity and longevity protection retirees need or whether the trade-offs in flexibility, pricing and investment...
John SouthallAsset Allocation team
By  John Southall & Asset Allocation team
23 Apr 2026
8 min read
L&G talks
Investment strategy

Podcast: All eyes on Affordable Housing

L&G’s Affordable Housing platform is a demonstration of how investing in real assets has the potential to make a real difference.
L&G’s Asset Management business
By  L&G’s Asset Management business
23 Apr 2026
1 min read
battery farm with wind turbines
Responsible investing and long-term themes

Europe’s energy transition meets its digital future

In this blog, we unpick Europe’s energy transition, assessing how it intersects with the continent’s rapid digitalisation.
Dr. James Tyrrell
By  Dr. James Tyrrell
22 Apr 2026
3 min read
Market neutral
Investment strategy

What are market neutral funds, and how can investors use them?

Having introduced alternatives and their liquid counterparts, we now turn to market neutral funds, explaining how these strategies work and what they can potentially add...
Aude Martin
By  Aude Martin
22 Apr 2026
5 min read
EMD 26Q2
Fixed income

Emerging market debt: resilience amid increasing uncertainty

Emerging market fundamentals remain robust, but we are cautious of growing geopolitical risks
Raza AghaViraj Nadgir
By  Raza Agha & Viraj Nadgir
22 Apr 2026
3 min read
AA Q2
Markets and economics

Q2 2026 Asset Allocation outlook: Adapting to uncertainty

The conflict in the Middle East has raised profound and unsettling questions about geopolitical and commodity market stability.
Christopher Jeffery
By  Christopher Jeffery
21 Apr 2026
3 min read
Index tech
Markets and economics

Tech issuance is reshaping the IG credit market

The sheer scale of issuance to fund AI capex is changing the dynamics of the investment grade (IG) market, highlighting potential downsides of standard market...
Steven Grieve
By  Steven Grieve
20 Apr 2026
4 min read
Private door
Fixed income

Private credit goes public: What are BDCs telling us about market conditions?

In this blog, we dive into some of the headlines around BDCs and look at what the broader message for debt markets might be.
John Daly
By  John Daly
16 Apr 2026
4 min read
oil shock
Fixed income

Why is this oil shock different?

How the oil price surge amid the Middle East conflict is reshaping global markets and political landscapes
Colin Reedie
By  Colin Reedie
16 Apr 2026
3 min read

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