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 authorās particular investment region or desk, and do not necessarily reflect the views of L&G. For investment professionals only.

Podcast: Unpacking unconstrained strategies
What does it mean when we say an active fixed income strategy is āunconstrainedā? What difference does it make when a fund is not tied... 
Surplus extraction is here: What should DB schemes do now?
The government is making it easier for well-funded DB schemes to release surplus, when āsafe to do soā, and trustees will need to set out... 
When the lights went out: Spainās blackout and the future of energy resilience
The power cut highlighted that renewables may leave energy networks vulnerable to grid disruption, and the critical role of battery storage and smart grids in... 
Our voting intentions for 2025
Our voting intentions for the following shareholder meetings: Rio Tinto, Canadian banks, BP and Equinor ASA. 
Navigating the Private Markets landscape in 2025 (so far)
Like other asset classes, Private Markets have had to navigate a 2025 strewn with macro uncertainty. Here, we look at assets we believe are screening... 
Tariffs: How to manage portfolio uncertainty
Significant uncertainty remains about the outcomes of tariffs, and itās hard to have an edge on forecasting this. However, are there approaches that multi-asset investors... 
Podcast: As above, so below ā The case for crossover private credit
This week, we tackle part of the private credit universe that doesnāt often get much airtime. Thatās ācrossover creditā ā or in other words, the... 
Investing in a quantum future: UK university technologies are aiming to lead the way
Our recent paper looks into the institutional investment opportunity in quantum computing and how UK university spin-outs are furthering innovation in this sector. 
Equity valuations uncovered (part 5): Beyond extremes
Do valuations only matter in extremes? And can the precise form of the valuation metric lead to different conclusions? 
Chart of the month: Have reports of the dollar's death been greatly exaggerated?
In May 1897, rumours began to circulate in New York of the death of Mark Twain. The great writer, who was in London at the... Recommended content for you
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