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.
Taking the market’s pulse: time to challenge conventional wisdom on France, inflation and AI?
Travels across Europe and Asia highlighted three key areas that may create opportunities for investors willing to question confidence in consensus narratives. 
AI enters its political phase: implications for US credit
As the AI buildout collides with US politics, we believe US credit investors will need to weigh supply pressure, infrastructure constraints and issuer dispersion against... 
UK Budget: what it means for markets
The Autumn Budget has deferred some of the tougher fiscal choices while preserving headroom against the government’s fiscal rules. With gilts taking the announcement in... 
Podcast: DC Close Up – the retirement income lens
In the latest episode of DC Close Up for L&G Talks Asset Management, we turn our attention to retirement income. As a growing number of... 
Digital infrastructure: The chips are up
As AI continues to hike demand for digital infrastructure, new chip efficiencies may have significant implications for revenues and investors. 
Podcast: Are French bond spreads a warning sign for Europe?
Concerns over the country's fiscal outlook, rising debt burden and increasingly fragmented political landscape have prompted markets to demand a higher premium for holding French... 
Trump's tariffs: Mind the trade gap
Tariffs have transformed the geography of US trade, but the headline improvement in the deficit is less impressive than it appears. 
Growth signals beneath the surface
While oil prices and government bond yields have dominated market attention, resilient economic growth, China’s policy response and the AI investment boom may offer more... 
Investment opportunities: Collateralised loan obligations
Beyond the acronym – making sense of CLOs and their investment potential 
Q4 2026 Asset Allocation outlook: Navigating crosscurrents
Markets are being pulled between two powerful forces: the promise of an AI-driven productivity surge and the reality of an energy supply shock. We examine... 
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