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.
London calling: Why London’s industrial real estate market remains a capital choice
While returns since 2022 have been a little underwhelming, we believe there’s now a compelling case for London’s industrial real estate assets. 
SpaceX IPO launches: Implications for index exposures
Index vendors have been reviewing and updating their inclusion rules to adapt to a changing IPO landscape, though differences remain, with implications for investors. 
Measuring what matters
In the energy transition, what’s easiest to measure isn’t always what matters most. While simple metrics offer clarity, relying on a single number to assess... 
Earnings: micro strength amid macro noise
Macro headwinds are real but are not overwhelming company fundamentals. In this environment, selectivity is increasingly important. 
Seven factors that shape investment risk in drawdown
For many DC retirees, and likely more in the future, decumulation of their savings converts a pot into a pension. A key challenge is deciding... 
Podcast: In the room – how investment decisions are made
What really drives an investment decision and what happens before a trade ever reaches your portfolio? 
Open- vs closed-ended funds – do the returns differ?
As more investors seek exposure to private markets, we examine whether the choice between open- and closed-ended funds matters for performance. 
The truth about today's rising yields
Numerous factors are driving the recent rise in yields, but one truth about the increase is worth highlighting. 
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