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.
Private credit: Pockets of resilience
Why investment-grade private credit and asset-backed finance stand out in today’s tougher landscape. 
Japan governance reforms: Coordinated reform, but investor voice must not weaken
Recently, Investment Stewardship finalised input on three major Japanese reform initiatives: Tokyo Stock Exchange (TSE) Listing Rules changes on minority shareholder protection, revisions to the... 
How AI and conflict are reshaping markets
While war in the Middle East will continue to grip investor attention, we think the tech revolution will prove a more powerful and longer-lasting force. 
Q3 2026 ETF outlook: resilience in a changing world
Profound changes are reshaping our world. From AI and geopolitical splintering to the growing economic sway of emerging nations, old certainties are fading fast. 
Robotics, AI and the next productivity frontier
After spending time with renowned roboticist and Professor of Computer Science Dr Henrik Christensen at a recent client event in London, Matthew Kemp explores the... 
DB investors in a higher-rate world
Strategies in the UK and US are evolving to capture market opportunities. 
GDP hallucination
AI could have a profound impact on GDP and productivity. But will it show up in traditional macro indicators? 
Building resilient long-term equity portfolios
In a new whitepaper, we provide evidence that portfolios constructed to diversify across underlying return drivers have historically delivered improved risk-adjusted returns, lower volatility and... 
Buy & Maintain for DC: Redefining the role of credit in retirement outcomes
As policy and innovation increasingly focus on decumulation, is it time to rethink the role of credit in DC – from a supporting diversifier to... 
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