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.
Q4 2026 ETF outlook: getting more from core
Amid rapid shifts in market leadership and geopolitical uncertainty, attention is returning to core exposures. 
Clean power infrastructure: Energy security moves to the foreground
In this update, we explore how disruption to global energy flows potentially bolsters a case for taking a less homogeneous approach to related infrastructure. 
Webinar: The rise of the total portfolio approach: a new lens for pension investing
The Total Portfolio Approach (TPA) is gaining attention as institutional investors seek to make more joined-up decisions, assess risks across asset-class boundaries, and focus portfolios... 
Short-term alternative finance in a more volatile rate environment: Benefitting from complexity
Against a somewhat turbulent macro picture, this blog lays out how short-term alternative finance, a collection of private short-dated asset-backed finance (ABF) such as capital... 
Past. Present. Possible. Five themes shaping the future of DC pensions
The UK pensions industry has transformed over the past two decades, but some of its biggest challenges still lie ahead. At L&G's 2026 DC Client... 
Supporting the energy transition through responsible nickel supply
Nickel is central to the energy transition, but ensuring supply remains resilient and is produced responsibly presents important challenges for companies and investors. 
Podcast: Real assets roundup – what’s moving the needle?
This week’s episode takes a broad look at real assets. We assess how investors are looking at this sector and how the macro-economic backdrop may... 
Chart of the month: Data centres, beyond the AI noise
Artificial intelligence (AI) may dominate the headlines but the clearest evidence of demand can be found in the infrastructure supporting it. 
“Build it and they will come”: The private credit field of dreams
In this blog, we look at how private markets don’t just provide capital to various sectors but also hold the potential to create financing systems. 
Solutions chart update: What’s behind the UK’s rising yields?
30-year gilt yields reach 6%. Is there an action for DB schemes? 
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