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.

L&G Talks
Investment strategy

Podcast: Are growth strategies anti-value?

These two investment styles are often positioned as opposites, but this framing may obscure the complex interplay between them.
L&G’s Asset Management business
By  L&G’s Asset Management business
24 Oct 2025
1 min read
ghy strength
Fixed income

Global high yield: Quiet strength beyond the headlines

Global high yield remains resilient; benefiting from strong corporate fundamentals and liquidity, with robust technicals
John RyanSophia Hunt
By  John Ryan, Sophia Hunt
23 Oct 2025
3 min read
bond equal
Markets and economics

All bonds are equal, but some are more equal than others

Which duration assets should investors own? It depends on the underlying motivation for holding duration.
Christopher Jeffery
By  Christopher Jeffery
22 Oct 2025
3 min read
Belem port
ESG and long-term themes

Nature at COP30: Priorities for BelƩm

The focus is firmly on integrating nature into global climate action. Ahead of the climate change conference, we shine a spotlight on the key issues...
Alexander Burr
By  Alexander Burr
22 Oct 2025
4 min read
Horizon AFI
Fixed income

Unconstrained strategies: what’s on the horizon?

Why it’s important to be flexible in unpredictable times.
Matthew ReesAmƩlie ChownaEnda Mulry
By  Matthew Rees, AmĆ©lie Chowna, Enda Mulry
21 Oct 2025
4 min read
Clocks at a station
Investment strategy

Is ā€˜timing the market’ applicable for private markets?

In this blog post, we look at whether short-term volatility can create an attractive entry point for private market investments, despite the long-term nature of...
Lushan Sun
By  Lushan Sun
21 Oct 2025
4 min read
Fed CIO
Markets and economics

Trumpification of the Fed

How serious is the threat facing the independence of the bank? And if independence erodes, what might happen next?
Tim Drayson
By  Tim Drayson
20 Oct 2025
3 min read
L&G Talks
Markets and economics

Podcast: Artificial reality vs. the real world – the economics of AI

How is the mass adoption of AI changing the labour market? Could this technology shift the balance of geopolitical power? And can investors access this...
L&G’s Asset Management businessAsset Allocation team
By  L&G’s Asset Management business, Asset Allocation team
16 Oct 2025
1 min read
Office window
Real assets

UK Commercial Property – moving up the gears

In this blog, we recap our recently released views on the UK’s commercial real estate market and assess how investors are currently viewing the sector.
Bill Page
By  Bill Page
15 Oct 2025
4 min read

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