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.

Part3_0
Investment strategy

Equity valuations uncovered (part 3): Short-term insights

A common refrain is that valuations are irrelevant over short horizons, but that they become strong predictors in the longer term. What motivates such statements...
John SouthallAsset Allocation team
By  John Southall, Asset Allocation team
16 Apr 2025
3 min read
Melting globe
ESG and long-term themes

Deglobalisation 2.0: Real estate

Real estate has shown it can perform even amid higher inflation and rising rates, providing growth is strong. How does a ā€˜deglobalising’ world change the...
Bill Page
By  Bill Page
15 Apr 2025
4 min read
crisis confidence
Investment strategy

US securitised: From crisis to confidence

How securitised markets have evolved since the global financial crisis.
John DalyAzima CrumptonActive Fixed Income team
By  John Daly, Azima Crumpton, Active Fixed Income team
14 Apr 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. 
Investment Stewardship team
By  Investment Stewardship team
11 Apr 2025
3 min read
Valuations part2
Investment strategy

Equity valuations uncovered (part 2): Valuation regressions – handle with care

What are the pitfalls of regressing equity returns against starting valuations, how can we correct for them and what is the upshot for expected returns?
John SouthallAsset Allocation team
By  John Southall, Asset Allocation team
10 Apr 2025
5 min read
loan arranger
Investment strategy

The loan arranger

What are the potential benefits of collateralised loan obligations?
John DalyAzima CrumptonActive Fixed Income team
By  John Daly, Azima Crumpton, Active Fixed Income team
09 Apr 2025
1 min read
usa-flag.jpg
Markets and economics

Webinar: What US tariffs mean for portfolios

Our CIO and a panel of experts recently recorded a webinar focusing on the practical implications of US tariffs for investors, giving you the information...
L&G’s Asset Management business
By  L&G’s Asset Management business
08 Apr 2025
1 min read
Japan China
Economics

A fresh perspective on EM: advanced economies hiding in plain sight

Who’s richer: Japan or China? The answer reveals why GDP per capita doesn’t tell the whole story.
Erik Lueth
By  Erik Lueth
08 Apr 2025
4 min read
Asia EMD
Investment strategy

At a time of rapid global change, what does Asian EMD offer investors?

Once considered a niche of a niche, emerging market debt has come to the fore as a way to access the world’s most dynamic region....
Raymond WongViraj Nadgir
By  Raymond Wong, Viraj Nadgir
07 Apr 2025
3 min read

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