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.
What should investors make of century bonds?
Assessing ultra long maturity in a year of expected continued hyperscaler issuance. 
Filling the gap: Mobilising emerging market private credit
Our recent paper looked at why we believe emerging markets could play a pivotal role in delivering climate solutions and why emerging markets private credit... 
What’s behind the rise of alternatives?
We examine why investors may consider alternatives as a potential diversifier if they are concerned about concentration risks in traditional benchmark strategies. 
Is water one of the most critical investment themes of the decade?
Water is evolving into a theme that spans defensive stability, structural growth and innovation. 
Inclusive DC investing: seeing the saver behind the data
For many UK workplace pension scheme members, the system still doesn’t reflect how they live, work or save. Adequacy depends on reaching the full breadth... 
Our voting intentions for 2026
Our voting intentions at the following shareholder meetings: Edinburgh Worldwide Investment Trust 
Podcast: Middle East conflict – implications for investors
This episode is the edited audio of a webinar we held with clients on 5 March to discuss the implications for investors of the recent... 
Iran conflict: implications for investors
We assess how the latest escalation in the Middle East may affect the macro and market outlook – and stress the importance of a long-term... 
Assessing the appeal of agency MBS floating-rate bonds
We believe agency mortgage-backed security (MBS) floating-rate bonds can offer attractive value, flexibility and price stability – though they come with increased structural complexity. 
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