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.
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. 
Why is this oil shock different?
How the oil price surge amid the Middle East conflict is reshaping global markets and political landscapes 
Energy shocks and geopolitical volatility: What the Middle East conflict has meant for private markets
In this blog we assess the impact the conflict in the Middle East has had on private markets and the outlook for these assets. 
Podcast: Behaviour, data and technology: the DC outcomes equation
This episode explores how the DC industry – and L&G – can move from member engagement to action, at a time when new research* indicates... 
The role of dividends in a diversified strategy
By targeting dividend income, we believe investors can increase their allocation to sectors overlooked by market-cap indices. 
Engines of intelligence: Scaling the frontier
AI models continue to improve, leading to disagreements about their effects on the labour market 
Podcast: The case for dynamic duration management in credit portfolios
Is duration a friend or foe to fixed income investors? 
Chart of the month: Oil prices – putting things in perspective
Investor attention remains firmly on the Strait of Hormuz and the timing of its reopening to Gulf energy exports. In April’s chart of the month,... 
Domestic demand, demographics and datacentres: a bright outlook for EM equity
Emerging markets (EMs) stand to benefit from stronger growth dynamics than developed market (DM) peers, and a variety of index approaches provide easy access to... Recommended content for you
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