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.

Inside data centre
ESG and long-term themes

Generative AI in data centres part 1: A primer

In this first of a three-part series, we look at how GenAI is fuelling a surge in data centre investment, enabling the development of facilities...
Dr. James Tyrrell
By  Dr. James Tyrrell
08 Jul 2025
4 min read
Tokyo tower
ESG and long-term themes

From post-AGM to pre-AGM: Japan’s efforts to reform annual disclosure practices

As Japan’s AGM season wraps up, it’s a timely moment to revisit the expectations we’ve communicated on long-standing issues like AGM clustering, disclosure timelines, and...
Aina Fukuda
By  Aina Fukuda
07 Jul 2025
4 min read
Column US
Markets and economics

An end to US exceptionalism?

The rebalancing to come, messy though it may be, could ultimately lead to a healthier equilibrium of capital allocation.
Tim DraysonJason Shoup
By  Tim Drayson, Jason Shoup
07 Jul 2025
5 min read
L&G Talks
Markets and economics

Podcast: a profound shift for markets

This special episode of the CIO call marks the publication of our midyear global outlook.
L&G’s Asset Management business
By  L&G’s Asset Management business
04 Jul 2025
1 min read
MYO-H2-2025 cover
Markets and economics

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.
Sonja LaudBill Hughes
By  Sonja Laud, Bill Hughes
03 Jul 2025
3 min read
Summer reading
Markets and economics

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.
Matthew Kemp
By  Matthew Kemp
02 Jul 2025
2 min read
Abstract retirement image
Investment strategy

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...
Paula Llewellyn
By  Paula Llewellyn
01 Jul 2025
4 min read
Middle-East-oil burning 2
Markets and economics

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?
Christopher Jeffery
By  Christopher Jeffery
01 Jul 2025
2 min read
AFI-cover Q3 2025
Investment strategy

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?
Colin Reedie
By  Colin Reedie
27 Jun 2025
3 min read
Boardroom silouette
ESG and long-term themes

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...
Nambassa Nakatudde
By  Nambassa Nakatudde
26 Jun 2025
4 min read

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