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.
Where next for clean energy equities?
While policy headwinds, tariff uncertainty and questions around AI demand have weighed on recent performance, the long-term case remains intact, in our view. 
The time horizon dilemma
The tensions in time horizons between different market participants may mean that energy transition risks and opportunities get overlooked - climate scenarios can help resolve... 
UK Real Estate: Controlling the controllable
With persistent trends defining the UK investment environment, we look at how asset selection may be the key to generating alpha. 
African sovereign Eurobonds: accessing the premium, managing the complexity
It’s a market that’s growing fast, with a potentially attractive yield premium. Accessing the exposure via an ETF could provide a practical way of managing... 
How cheap is the Japanese Yen?
The Japanese yen has attracted considerable attention since falling to a four-decade low in late-July. This prompted the authorities to intervene last Friday, jointly with... 
Chart of the month: No free lunch
Retirees have a growing range of decumulation options. Here we compare three: Guided Income (Flex and Fix), retirement only CDC (R CDC) and immediate annuitisation. 
Podcast: The new rules of global credit – finding an edge in a fragmented world
Global credit is back on the agenda. This discussion focuses on the risks and opportunities in today's market. 
Equal-weight US equities are ahead YTD. What changed?
We believe equal weight may be an appropriate response to an environment of resilient growth, elevated valuations and a shift in market leadership. 
From transmission risk to portfolio resilience: did diversification hold up?
Part two of our six-month check-in asks whether the diversification framework set out in January helped as AI-related risks became more visible – and where... 
The next phase of data centre growth - and the role of high yield capital
What does the globalisation of data centres mean for high yield investors? 
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