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: a profound shift for markets
This special episode of the CIO call marks the publication of our midyear global outlook. 
Midyear global outlook: Gravity defied – for now
Even though many markets have recovered poise since the recent volatility spike, they remain vulnerable to further shocks and crucial long-term questions for investors persist. 
Stuck for something to read? Four summer book recommendations
From memories of the trading floor to the secrets of a healthy diet, Matthew Kemp shares his summer reading picks. 
Redesigning DC retirement
With private markets now part of the investment mix, backed by policy momentum and global inspiration, we’re entering a new era of retirement investing. Discover... 
How important is the Strait of Hormuz for global trade?
Given the fragility of peace in the Middle East, how reliant is the global economy on this 21-mile-wide stretch of water? 
Active Fixed Income Outlook: Politics vs. economics
Could markets soon be wrestling with the consequences of fiscal dominance on the streets and debt mountains on the spreadsheets? 
How we address responsible investment in Liability Driven Investment portfolios
Liability Driven Investment portfolios are generally made up of gilts, derivatives and cash. In this blog, we look at how responsible investment considerations can be... 
Podcast: Middle East conflict, inflation and interest rates – Market Talk
Ben Bennett, Head of Investment Strategy Asia, shares his thoughts on the market impact of the Middle East conflict. 
Carbon market unification: A post-Brexit reconciliation
Unification of EU and UK carbon markets could offer economic benefits and increased investment in clean technologies, but it could also lead to higher power... 
The role of real estate and infrastructure in portfolio diversification
In the second instalment of our series on overcoming equity market concentration risk, we examine how real estate and infrastructure assets can contribute to a... 
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