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.
Podcast: What AI and bond markets are telling investors – Market Talk
Ben Bennett, Chief Investment Strategist for Asia, discusses the outlook for AI, inflation and bond markets. 
What happened to PHP? Why a 30-year-old technology still matters
For many people, PHP feels like a relic of the early internet. Recent headlines about a programming language most people have forgotten about provide a... 
AI is helping, but consumers still drive US growth
The US consumer remains the primary engine of economic growth, but, as income growth slows and household spending becomes increasingly linked to equity markets, the... 
Taking the market’s pulse: time to challenge conventional wisdom on France, inflation and AI?
Travels across Europe and Asia highlighted three key areas that may create opportunities for investors willing to question confidence in consensus narratives. 
AI enters its political phase: implications for US credit
As the AI buildout collides with US politics, we believe US credit investors will need to weigh supply pressure, infrastructure constraints and issuer dispersion against... 
UK Budget: what it means for markets
The Autumn Budget has deferred some of the tougher fiscal choices while preserving headroom against the government’s fiscal rules. With gilts taking the announcement in... 
Podcast: DC Close Up – the retirement income lens
In the latest episode of DC Close Up for L&G Talks Asset Management, we turn our attention to retirement income. As a growing number of... 
Digital infrastructure: The chips are up
As AI continues to hike demand for digital infrastructure, new chip efficiencies may have significant implications for revenues and investors. 
Podcast: Are French bond spreads a warning sign for Europe?
Concerns over the country's fiscal outlook, rising debt burden and increasingly fragmented political landscape have prompted markets to demand a higher premium for holding French... 
Trump's tariffs: Mind the trade gap
Tariffs have transformed the geography of US trade, but the headline improvement in the deficit is less impressive than it appears. Recommended content for you
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