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.
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... 
Should pension education become part of workplace training?
Automatic enrolment has transformed pension participation in the UK. But with millions still at risk of an inadequate retirement, could the workplace hold part of... 
Navigating the AI financing cycle: When does capex become self-funding?
As hyperscalers invest heavily in infrastructure, debt markets are helping bridge the gap between today's spending and tomorrow's cash flows. 
What do the terms OCIO and fiduciary management actually mean?
Our Head of Delegated Solutions, Tim Dougall, offers his insights into what’s driving increased interest in fiduciary management and OCIO among UK pension schemes. 
A tale of two markets
What should investors make of an environment in which long-term government bond yields are at their highest in a generation, yet stocks keep climbing? 
France’s fiscal problem: chronic or acute? The debate driving European rates
As France's fiscal challenges deepen, investors face a crucial question: is this a lingering vulnerability or the start of a broader Eurozone stress event? 
Minimum issue screens in global aggregate bond indices: a cost/benefit analysis
Our analysis indicates potential investability benefits, based on fewer holdings and lower estimated implementation costs with minimal diversification, currency exposure and risk trade-offs. 
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