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.
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... 
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 ‘deglobalising’ world change the... 
US securitised: From crisis to confidence
How securitised markets have evolved since the global financial crisis. 
Our voting intentions for 2025
Our voting intentions for the following shareholder meetings: Rio Tinto. 
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? 
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... 
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. 
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.... 
Recommended content for you
Learn more about our business
We are one of the world's largest asset managers, with capabilities across asset classes to meet our clients' objectives and a longstanding commitment to responsible investing.
