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.
Re-focusing on data centres with Kao Data
In the second instalment of our blog series on data centres, Spencer Lamb, CEO of Kao Data, and Matteo Colombo, Managing Director of Digital Infrastructure... 
Physical climate risk is real and increasing – why does it remain so difficult to quantify?
The physical impacts of climate change are increasingly evident, but measuring their financial consequences remains an evolving science. Understanding what today's models capture, and what... 
Why this Fed hiking cycle may not matter
Our take: It may restore Fed credibility, but it is unlikely to materially change the inflation or economic backdrop, creating potential opportunities for investors. 
Despite the de-dollarisation debate, demand for dollar liquidity in Asia is booming
There has been much focus in recent years on the topic of de-dollarisation. Geopolitics, changes in global trading relationships, volatility, reserve diversification, and alternative payment... 
Podcast: AI’s victors, vulnerabilities and value
The AI investment story is evolving beyond today's market leaders. This podcast takes a wide-ranging view of the ramifications of the technology for investors. 
The future of MPS: meeting changing client needs
If the past decade of MPS was about establishing its place in advisers' toolkits, the next could be about refinement. As markets become more complex... 
Platform investing in real estate: Unlocking value through operational exposure
Our recent paper dives into platform investing – a ‘private equity-style’ strategy where real estate platforms are acquired and potential returns generated via the revenues... 
How is UK real estate positioned given continued volatility?
Our recent research on the UK real estate sector set out our views for the asset class. Here, we offer more context on how to... 
Podcast: A new era for rates and bonds? Market Talk
Ben Bennett, Head of Investment Strategy Asia, shares his thoughts on what higher rates could mean for inflation, equities and bond markets. 
US Fed hike reinforces the case for dynamic duration management
The recent rise in front-end yields amid a shifting outlook for US rates has reinforced our belief in a dynamic approach to duration. 
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