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.
Podcast: Do charities suffer from money illusion?
Money illusion is one of the most common behavioural biases and with nearly £30 billion held in cash, are UK charities assuming that the most... 
Understanding the factor exposures of thematic indices
Ahead of a major research paper to be released later this year, we analyse the factor exposures of thematic indices – and what this means... 
UK politics in focus: implications for investors
Following the recent local election results, Prime Minister Keir Starmer is struggling to maintain his grip on the Labour Party leadership. Should investors be worried... 
Steering buy & maintain credit through geopolitical uncertainty
Geopolitical tension is once again shaping market sentiment, prompting many clients to ask how buy and maintain (B&M) investment grade credit portfolios are positioned. 
How AI could change the economics of cyber security
In the second part of a new series on Anthropic*’s Claude Mythos, we consider which parts of the cyber security value chain may be most... 
Podcast: Unpacking our US investment outlook
In today’s fast-moving investment landscape, we believe staying ahead means looking beyond the headlines – understanding how powerful structural shifts like AI disruption can reshape... 
The American consumer’s hidden cracks
Conventional wisdom says the US consumer is fine. A closer look at the data suggests the foundations may be quietly shifting. 
Chart of the month: A multi-trillion-dollar question
The last month for semiconductor stocks has been extraordinary. In May’s chart of the month, our Co-Head of Asset Allocation and Head of Macro unpicks... 
What is UK productive finance?
Amid structural changes in pensions and a core need for sustained UK growth, capital markets are expanding the channels for long-term investment in the domestic... 
The energy transition: Geopolitical volatility and clean power assets
In this blog, we explore the conflict in the Middle East’s implications on the energy transition and whether it may bolster the case for clean... 
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