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 cloud to cash: How hyperscalers are funding AI expansion
Big Tech’s funding of AI infrastructure is well known. In this blog, we address how hyperscalers are financing their efforts in the technology and answer... 
Agentic AI: the next frontier in artificial intelligence for investors?
AI is transforming industries at scale, and agentic AI could accelerate this trend. Learn how to capture the potential opportunity while seeking to manage downside... 
UK Industrial: Positioning for the next phase of growth
Read our latest report on the evolving Industrial Real Estate landscape 
Solutions chart update: ForGilt me not
Gilts have been a recent standout performer in fixed income. Since peaking around the start of September, 30-year gilt yields extended their run lower through... 
Words of wisdom? “Sell in May and go away”
Our Well-known Investment Saying Evaluation (WISE) index provides an assessment of some well-worn financial aphorisms. 
Emerging markets: the risk of sudden stops
Understanding capital flows is crucial for emerging market investors. Which countries could be most vulnerable? 
Podcast: Buyout 2.0: Back to basics
Our Head of Solutions Distribution joins the podcast to share our latest endgame thinking for DB schemes. 
Research and active engagement: Spotlight on Sukuk
How the transformation of the sukuk market could affect issuers, investors and the broader Islamic finance ecosystem. 
Emerging market debt: Momentum backed by fundamentals
Macroeconomic dynamics continue to support emerging nations, with US policy uncertainties also boosting EMD. 
Adding a new lens to our CAMERA: mean-reverting valuations and expected returns
We’ve evolved our expected returns framework to incorporate valuation mean reversion, providing new insights into a range of asset classes. 
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