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.
Carving a path in private markets
With 2026 well underway, we look at the key themes we see shaping private markets in the months ahead. 
Total portfolio approach: a useful concept?
The total portfolio approach (TPA) is reshaping asset allocation conversations, but its promise comes with challenges. We examine how to capture the advantages of holistic... 
Rising to the challenge
We have now seen the first schemes enter their valuation cycles under the new DB funding code. There is now no option but to have... 
Podcast: Can CDC schemes resolve intergenerational unfairness?
Collective Defined Contribution (CDC) schemes are being described as the next evolution in pensions, yet innovation often comes with challenges. 
DB surplus and DC: what’s possible, what’s practical, what’s next?
With approximately three in four defined benefit (DB) schemes in surplus on a low-dependency basis – and more than half of schemes in surplus on... 
Securitised credit financing data centres: Opportunity or hidden risks?
As US securitised markets increasingly finance data centres, concerns about hidden risks are growing. How worried should investors be? 
Catastrophe bonds: Is the party over?
Insurance-linked bonds, also known as cat bonds, have had three exceptionally good years. But spreads are now tightening fast. We explore what’s driving the shift... 
Chart of the month: Earnings or hype?
This month, we assess what’s driving the performance of large-cap US tech companies. 
Podcast: Private markets – Carving a path
What do the next 12 months have in store for private markets? That’s the question our panel aims to answer on this week’s podcast. 
Emerging market debt: strength and selectivity amid global shifts
Emerging market fundamentals remain robust, but broader global macroeconomic developments are leading us to a more selective approach to positioning portfolios. 
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