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.

World data information
ESG and long-term themes

How index sovereign debt strategies can meet the challenges of an increasingly fragmented world

We explain how methodical assessment of geopolitical risk can be integrated into index sovereign debt strategies and examine how potential issues such as wealth bias...
Ryan Clatworthy
By  Ryan Clatworthy
14 May 2025
4 min read
Factor revisit
Investment strategy

Factor forecasting, recalibrated

We update some past research into expected returns and risk of factors to allow for recent experience.
John SouthallDash TanAsset Allocation team
By  John Southall, Dash Tan, Asset Allocation team
14 May 2025
5 min read
Box Hill
Fixed income

DB chart update: Long gilts

From Leith Hill to Box Hill - still hard going but smoother and less steep.
Robert Pace
By  Robert Pace
13 May 2025
3 min read
dear dip
Markets and economics

Chart of the month: Don’t fear the dip?

Major falls in global stock markets often dominate the headlines. They fuel panic and confusion, potentially leading to rash decisions by investors. But how long...
Isabella Hughes
By  Isabella Hughes
12 May 2025
2 min read
taiwan sun
Fixed income

Could Taiwanese ā€˜lifers’ face risks from the sharp rise in the Taiwan dollar?

Taiwanese life insurance companies that run large currency mismatches on their balance sheets are grappling with the impact of a rapidly appreciating New Taiwan dollar.
Jason Tan
By  Jason Tan
12 May 2025
3 min read
Securitised US
Investment strategy

Could exposure to securitised credit enhance portfolios?

Despite being a huge market, US securitised debt is often overlooked by investors. We ask whether adding exposure to the asset class could help improve...
Sam Kulahan
By  Sam Kulahan
08 May 2025
5 min read
camera lens light
Markets and economics

CAMERA: currency assumptions in focus

There’s no ā€˜right’ answer, but it’s important to understand the impact of different approaches on long-term return forecasts.
Patrick Greene
By  Patrick Greene
08 May 2025
3 min read
L&G Talks
Markets and economics

Podcast: What’s driving the recovery? Market Talk

Ben Bennett plots the path of interest rates in the US and UK, examines the factors driving the equity market rebound, and explains why possible...
L&G’s Asset Management business
By  L&G’s Asset Management business
08 May 2025
1 min read
Active 24
ESG and long-term themes

Active Ownership 2024

Active ownership means striving to create sustainable value for our clients. Our new report details how we sought to do this within our Asset Management...
Investment Stewardship team
By  Investment Stewardship team
07 May 2025
1 min read
780-x-467-office-and-window.jpg
ESG and long-term themes

Our voting intentions for 2025

Our voting intentions for the following shareholder meetings: Rio Tinto, Canadian banks, BP and Equinor ASA.
Investment Stewardship team
By  Investment Stewardship team
07 May 2025
3 min read

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