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: Unpacking unconstrained strategies

What does it mean when we say an active fixed income strategy is ā€œunconstrainedā€? What difference does it make when a fund is not tied...
L&G’s Asset Management business
By  L&G’s Asset Management business
13 Jun 2025
1 min read
surplus extraction
Investment strategy

Surplus extraction is here: What should DB schemes do now?

The government is making it easier for well-funded DB schemes to release surplus, when ā€˜safe to do so’, and trustees will need to set out...
Mathew Webb
By  Mathew Webb
12 Jun 2025
6 min read
Battery-grid-storage ryu
ESG and long-term themes

When the lights went out: Spain’s blackout and the future of energy resilience

The power cut highlighted that renewables may leave energy networks vulnerable to grid disruption, and the critical role of battery storage and smart grids in...
Shichen Zhao
By  Shichen Zhao
11 Jun 2025
780-x-467-office-and-window.jpg
ESG and long-term themes

Our voting intentions for 2025

Our voting intentions for the following shareholder meetings: Rio Tinto, Canadian banks, BP and Equinor ASA.
Investment Stewardship team
By  Investment Stewardship team
13 Jun 2025
3 min read
Compass and map
Markets and economics

Navigating the Private Markets landscape in 2025 (so far)

Like other asset classes, Private Markets have had to navigate a 2025 strewn with macro uncertainty. Here, we look at assets we believe are screening...
Robin MartinLushan Sun
By  Robin Martin, Lushan Sun
10 Jun 2025
4 min read
uncertain US1
Markets and economics

Tariffs: How to manage portfolio uncertainty

Significant uncertainty remains about the outcomes of tariffs, and it’s hard to have an edge on forecasting this. However, are there approaches that multi-asset investors...
Christopher Teschmacher
By  Christopher Teschmacher
09 Jun 2025
5 min read
L&G Talks
Investment strategy

Podcast: As above, so below – The case for crossover private credit

This week, we tackle part of the private credit universe that doesn’t often get much airtime. That’s ā€˜crossover credit’ – or in other words, the...
L&G’s Asset Management business
By  L&G’s Asset Management business
09 Jun 2025
1 min read
Quantum Computer
ESG and long-term themes

Investing in a quantum future: UK university technologies are aiming to lead the way

Our recent paper looks into the institutional investment opportunity in quantum computing and how UK university spin-outs are furthering innovation in this sector.
Jong Sang ChoiChloe Hall
By  Jong Sang Choi, Chloe Hall
05 Jun 2025
2 min read
extreme valuations
Investment strategy

Equity valuations uncovered (part 5): Beyond extremes

Do valuations only matter in extremes? And can the precise form of the valuation metric lead to different conclusions?
John SouthallAsset Allocation team
By  John Southall, Asset Allocation team
04 Jun 2025
4 min read
dollar demise
Currency

Chart of the month: Have reports of the dollar's death been greatly exaggerated?

In May 1897, rumours began to circulate in New York of the death of Mark Twain. The great writer, who was in London at the...
Christopher Jeffery
By  Christopher Jeffery
03 Jun 2025
2 min read

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