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.

L&G talks
Investment strategy

Podcast: Private markets – Carving a path

What do the next 12 months have in store for private markets? That’s the question our panel aims to answer on this week’s podcast.
L&G’s Asset Management business
By  L&G’s Asset Management business
05 Feb 2026
1 min read
strength selectivity
Fixed income

Emerging market debt: strength and selectivity amid global shifts

Emerging market fundamentals remain robust, but broader global macroeconomic developments are leading us to a more selective approach to positioning portfolios.
Raza AghaViraj Nadgir
By  Raza Agha & Viraj Nadgir
05 Feb 2026
3 min read
Data centre with solar farm
ESG and long-term themes

The convergence of digital and clean power infrastructure

Digital and clean power infrastructure are both expanding rapidly, driven by artificial intelligence (AI) adoption, cloud computing, and electrification.
Dr. James TyrrellRobin Martin
By  Dr. James Tyrrell & Robin Martin
05 Feb 2026
1 min read
cyber market
ESG and long-term themes

Unlocking cyber security’s strategic potential

Structural drivers are fuelling the sector’s expansion and its growing influence in capital markets, particularly through elevated M&A premiums and potentially attractive valuations.
L&G’s Asset Management business
By  L&G’s Asset Management business
04 Feb 2026
3 min read
seeking value
Investment strategy

Seeking value in bulk annuity transactions

With record numbers of well-funded pension schemes seeking to insure, the question isn’t just about affordability and readiness, but how to maximise overall value safely?
Mathew Webb
By  Mathew Webb
03 Feb 2026
5 min read
L&G talks
Investment strategy

Podcast: Dividend strategy – avoiding traps and tapping income potential

How important are dividends as a component of overall equity returns? Which countries offer the best prospects? And how can investors seek to avoid dividend...
L&G’s Asset Management business
By  L&G’s Asset Management business
02 Feb 2026
1 min read
gold silver
Commodities

The alchemy of mania

Bubbles are hard to identify in real time, but the parabolic price rise in precious metals is showing all the hallmarks.
Tim Drayson
By  Tim Drayson
02 Feb 2026
4 min read
quiet strength
Fixed income

Euro credit: steady as fiscal support strengthens

Europe benefits from a stronger fiscal impulse and tentative signs of political cohesion, but caution prevails.
Marc RoversMagdi Yasin
By  Marc Rovers & Magdi Yasin
30 Jan 2026
5 min read
Real AI
Markets and economics

Engines of intelligence: Algorithmic arsenals

Fractious geopolitics makes it worth thinking about AI’s effects on global power relations.
Matthew Rodger
By  Matthew Rodger
29 Jan 2026
3 min read
blueprint growth
ESG and long-term themes

New research: A Blueprint for Growth

Over 189 years, L&G has seen first-hand that long-term capital directed into productive assets can help to drive sustainable growth, innovation and economic resilience.
L&G’s Asset Management business
By  L&G’s Asset Management business
28 Jan 2026
2 min read

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