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.
EMs and Hormuz: who is most affected?
The energy shock accompanying the Hormuz closure places many emerging markets (EMS) in the lurch. 
Digital infrastructure: AI keeps the pressure on
2026’s opening months reinforced the reality that AI and digital infrastructure are co-evolving. 
Six reasons to believe in Sub-Saharan Africa
From declining debt to prudent policy, we lay out some compelling arguments supporting the investment case for African sovereigns. 
Liquid alternatives: expanding the toolkit for investors
The techniques used by liquid alternatives can be complex, but the end objective is simple: to allow investors to access uncorrelated sources of return, contributing... 
Podcast: Middle East update – market impacts and outlook
This episode is the edited audio of a webinar we held with clients on 20 March to discuss the market reaction to the ongoing conflict... 
Beyond the barrel
If the conflict in the Middle East persists, inflationary pressures could increase. However, in contrast to 2022, we think a sustained inflation surge appears less... 
No more free nature: The global economy can no longer afford its nature‑risk blind spot
Eroding ecosystems are challenging the idea that nature sits outside economic strategy, revealing overlooked risks. 
Podcast: Three paths to diversification
In this special edition of L&G Talks Asset Management, we examine three different approaches to diversification. 
What should investors make of century bonds?
Assessing ultra long maturity in a year of expected continued hyperscaler issuance. 
Filling the gap: Mobilising emerging market private credit
Our recent paper looked at why we believe emerging markets could play a pivotal role in delivering climate solutions and why emerging markets private credit... 
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