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.
Securitised credit financing data centres: Opportunity or hidden risks?
As US securitised markets increasingly finance data centres, concerns about hidden risks are growing. How worried should investors be? 
Catastrophe bonds: Is the party over?
Insurance-linked bonds, also known as cat bonds, have had three exceptionally good years. But spreads are now tightening fast. We explore what’s driving the shift... 
Chart of the month: Earnings or hype?
This month, we assess what’s driving the performance of large-cap US tech companies. 
Podcast: Private markets – Carving a path
What do the next 12 months have in store for private markets? That’s the question our panel aims to answer on this week’s podcast. 
Emerging market debt: strength and selectivity amid global shifts
Emerging market fundamentals remain robust, but broader global macroeconomic developments are leading us to a more selective approach to positioning portfolios. 
The convergence of digital and clean power infrastructure
Digital and clean power infrastructure are both expanding rapidly, driven by artificial intelligence (AI) adoption, cloud computing, and electrification. 
Unlocking cyber security’s strategic potential
Structural drivers are fuelling the sector’s expansion and its growing influence in capital markets, particularly through elevated M&A premiums and potentially attractive valuations. 
Seeking value in bulk annuity transactions
With record numbers of well-funded pension schemes seeking to insure, the question isn’t just about affordability and readiness, but how to maximise overall value safely? 
Podcast: Dividend strategy – avoiding traps and tapping income potential
How important are dividends as a component of overall equity returns? Which countries offer the best prospects? And how can investors seek to avoid dividend... 
The alchemy of mania
Bubbles are hard to identify in real time, but the parabolic price rise in precious metals is showing all the hallmarks. 
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