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 AI transmission risk to real-world stress: six months on
Six months ago, I mapped how stress could travel from an AI capex boom into equity, credit and rates markets if optimism faded. Was I... 
AI in EMD: Productivity to power and politics
AI capabilities are playing an even greater role in global economic competitiveness and geopolitical influence 
Why Aesop’s fable ‘The Hare and The Tortoise’ still matters for investors approaching withdrawal
Gradually reducing risk is often seen as the safest approach for investors nearing withdrawals. But our modelling suggests a steady allocation may offer a more... 
Emerging market debt: resilience in a fragmenting world
Recent market behaviour suggests emerging market debt (EMD) has entered a new phase – one defined not by fragility, but by structural resilience. 
UK Single Family Rental: balancing fundamentals and market timing
In this blog, we explore the Single Family sector’s underlying fundamentals and investment characteristics, as well as how current market timing is potentially impacting the... 
Podcast: Platform investing – beyond core real estate
On the latest episode of L&G Talks Asset Management, we dive into the world of platform investing. 
What hyperscaler equity raises mean for bondholders
In our view, hyperscaler equity issuance signals that AI-related capex may be larger than expected. 
Stablecoins: disruptive potential vs. reality
What are stablecoins? How they could disrupt banks and payment networks, and what’s holding back mainstream adoption? 
AI goes global
AI’s global expansion is reshaping markets, politics and the balance of economic power 
The AI effect: why active management matters more, not less
AI is not simply a story of sector winners and losers, strengthening the case for bottom-up stock selection in our view. 
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