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.
The toy box portfolio for charities and endowments
For charities [AP1.1]seeking equity-like returns from long-term assets, the choice does not have to be between a traditional active equity fund and a traditional equity... 
Higher long-term Treasury yields in context
Framing the rise in long-term Treasury yields this as a uniquely US fiscal story misses the bigger picture. The forces influencing long-term rates are global,... 
Mind the cap(ex): why sterling credit may be less exposed to the AI debt wave
The race to build AI is reshaping corporate bond markets. Could the sterling market’s relative insulation offer some potential benefits? 
Positives and negatives: what’s fuelling moves in battery value-chain equities?
Leading names in the battery value-chain have sold off as a result of wider clean energy pressures and idiosyncratic factors, but the longer-term outlook remains... 
EMD: Navigating geopolitics, rates volatility and valuations in a changing global regime
In this blog, we look at the forces shaping EMD over the remainder of the year and how we’re navigating them in our portfolios 
Is AI taking our jobs yet?
Artificial intelligence (AI) may eventually reshape some jobs, but the latest US industry data show little evidence so far of weaker job growth in sectors... 
Who governs access? GLP-1 medicines and the new stewardship challenge
Healthcare delivery is becoming more consumerised, blurring traditional lines of responsibility between manufacturers, clinicians and healthcare systems. As new access models emerge, investors are increasingly... 
Quarterly engagement report: Q2 2026
Our Q2 2026 engagement report provides updates on engagement and voting across environmental, social and governance topics. 
UK equities: political churn, corporate conviction
Despite political and economic uncertainty in the UK, companies continue to report strong earnings and trade at potentially attractive free cashflow multiples, as evidenced by... 
Scarce no more: RBI swap window revives Indian IG supply
We explore how new measures from India’s central bank are reshaping IG issuance 
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