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.
A tale of two markets
What should investors make of an environment in which long-term government bond yields are at their highest in a generation, yet stocks keep climbing? 
France’s fiscal problem: chronic or acute? The debate driving European rates
As France's fiscal challenges deepen, investors face a crucial question: is this a lingering vulnerability or the start of a broader Eurozone stress event? 
Minimum issue screens in global aggregate bond indices: a cost/benefit analysis
Our analysis indicates potential investability benefits, based on fewer holdings and lower estimated implementation costs with minimal diversification, currency exposure and risk trade-offs. 
Q4 2026 ETF outlook: getting more from core
Amid rapid shifts in market leadership and geopolitical uncertainty, attention is returning to core exposures. 
Clean power infrastructure: Energy security moves to the foreground
In this update, we explore how disruption to global energy flows potentially bolsters a case for taking a less homogeneous approach to related infrastructure. 
Webinar: The rise of the total portfolio approach: a new lens for pension investing
The Total Portfolio Approach (TPA) is gaining attention as institutional investors seek to make more joined-up decisions, assess risks across asset-class boundaries, and focus portfolios... 
Short-term alternative finance in a more volatile rate environment: Benefitting from complexity
Against a somewhat turbulent macro picture, this blog lays out how short-term alternative finance, a collection of private short-dated asset-backed finance (ABF) such as capital... 
Past. Present. Possible. Five themes shaping the future of DC pensions
The UK pensions industry has transformed over the past two decades, but some of its biggest challenges still lie ahead. At L&G's 2026 DC Client... 
Supporting the energy transition through responsible nickel supply
Nickel is central to the energy transition, but ensuring supply remains resilient and is produced responsibly presents important challenges for companies and investors. 
Podcast: Real assets roundup – what’s moving the needle?
This week’s episode takes a broad look at real assets. We assess how investors are looking at this sector and how the macro-economic backdrop may... Recommended content for you
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