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.

New lens
Investment strategy

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...
L&G’s Asset Management business
By  L&G’s Asset Management business
09 Oct 2026
1 min read
tape measure
Private Markets

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...
Kyle McGibbonMatthew Taylor
By  Kyle McGibbon & Matthew Taylor
09 Oct 2026
4 min read
DC hero
Investment strategy

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...
Jayesh Patel
By  Jayesh Patel
09 Oct 2026
4 min read
Nickel ore
Responsible investing and long-term themes

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.
Lewis Ashworth
By  Lewis Ashworth
09 Oct 2026
5 min read
L&G talks
Investment strategy

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...
L&G’s Asset Management business
By  L&G’s Asset Management business
08 Oct 2026
1 min read
Data center
Responsible investing and long-term themes

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.
Lushan SunAsset Allocation team
By  Lushan Sun & Asset Allocation team
02 Oct 2026
2 min read
A field of wheat
Private Markets

“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.
Stuart Hitchcock PhD MBA
By  Stuart Hitchcock PhD MBA
01 Oct 2026
5 min read
gilt 30
Markets and economics

Solutions chart update: What’s behind the UK’s rising yields?

30-year gilt yields reach 6%. Is there an action for DB schemes?
Robert PaceChi-Kit Pang
By  Robert Pace & Chi-Kit Pang
01 Oct 2026
2 min read
Risk sharing
Investment strategy

Redistributing risk in retirement-only CDC – does it improve efficiency?

The mechanism that makes pensions appear safer may be the very thing that makes overall outcomes less so due to increased sequence risk.
John SouthallAsset Allocation team
By  John Southall & Asset Allocation team
01 Oct 2026
6 min read
Matteo Colombo and Spencer Lamb sat at a table
Private Markets

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...
L&G’s Asset Management business
By  L&G’s Asset Management business
29 Sept 2026

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