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.

padlocks
Investment strategy

Open- vs closed-ended funds – do the returns differ?

As more investors seek exposure to private markets, we examine whether the choice between open- and closed-ended funds matters for performance.
Lushan Sun
By  Lushan Sun
04 Jun 2026
5 min read
CIO  insights yield screen
Fixed income

The truth about today's rising yields

Numerous factors are driving the recent rise in yields, but one truth about the increase is worth highlighting.
Jason Shoup
By  Jason Shoup
04 Jun 2026
1 min read
Global imbalance
Markets and economics

Global economic imbalances and AI: few signs of concern

The key talking points around artificial intelligence (AI) have been on company earnings, the impact on inflation and medium-term labour market effects. Less discussed are...
Erik Lueth
By  Erik Lueth
03 Jun 2026
4 min read
Man island
Markets and economics

No man is an island

This month, we assess the impact of global factors on gilts.
Christopher Jeffery
By  Christopher Jeffery
02 Jun 2026
2 min read
data centre
Responsible investing and long-term themes

A new model in Minnesota: Google and Xcel Energy’s utility partnership model for affordable hyperscale load

Hyperscale data centres are a major driving factor behind load growth in the US electricity grid. The resources built to meet that load and the...
Charlie MillerPeter Andrews
By  Charlie Miller & Peter Andrews
29 May 2026
7 min read
L&G Talks
Markets and economics

Podcast: Keeping tabs on digital infrastructure

On this week’s episode of L&G Talks Asset Management, we sit down with Achal Arora, Managing Director of Digital Infrastructure Investments.
L&G’s Asset Management business
By  L&G’s Asset Management business
28 May 2026
1 min read
boardroom blurry figures
Responsible investing and long-term themes

Our voting intentions for 2026

Our voting intentions at the following shareholder meetings: BP, Edinburgh Worldwide Investment Trust, Deere & Company, Korean Corporate Governance reform Meeting
Investment Stewardship team
By  Investment Stewardship team
26 May 2026
Q1 Engagement Report 2026 blog
Responsible investing and long-term themes

Quarterly engagement report: Q1 2026

Our Q1 2026 engagement report provides updates on engagement and voting across environmental, social and governance topics.
Investment Stewardship team
By  Investment Stewardship team
22 May 2026
2 min read
sytematic solutions podcast
Investment strategy

Podcast: Systematic solutions – meet the team behind the strategies

What is meant by the term ‘systematic solutions’? Why are they increasingly important for investors? And how is AI changing the way they are constructed?
L&G’s Asset Management business
By  L&G’s Asset Management business
21 May 2026
1 min read
Signpost
Private Markets

The worst of times; the best of times? Private markets react to an uncertain world

Private markets remain resilient amid global shocks. In this blog, we examine trends, key risks, and sector specific levers shaping these asset classes in 2026...
Lushan SunBill PageDr. James Tyrrell
By  Lushan Sun, Bill Page & Dr. James Tyrrell
19 May 2026
4 min read

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