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.

Eric podcast
Investment strategy

Podcast: In conversation with… Eric Adler, CEO, Asset Management

Eric Adler gets behind the microphone to share his thoughts.
L&G’s Asset Management business
By  L&G’s Asset Management business
11 Jul 2025
1 min read
surplus webinar
Investment strategy

Webinar: Surplus extraction

DB schemes: Surplus extraction is here - time to invest like an insurer?
L&G’s Asset Management businessAsset Allocation team
By  L&G’s Asset Management business, Asset Allocation team
10 Jul 2025
1 min read
uk proposal
Investment strategy

How pension proposals could power sterling assets

We assess the extent to which UK government plans might boost investment into private market assets and bolster economic activity.
Bill PageMathew WebbMartin Dietz
By  Bill Page, Mathew Webb, Martin Dietz
10 Jul 2025
6 min read
Vacancy vanish
Economics

When vacancies vanish: UK and French unemployment at a turning point?

If economic growth remains weak, we expect unemployment in these countries to rise more than in their peers.
James Carrick
By  James Carrick
09 Jul 2025
2 min read
Eyes US
Fixed income

Emerging market debt: All eyes on the US

Emerging markets have proved resilient in a turbulent first half of the year – but risks remain, not least from an unpredictable US.
Raza AghaUday Patnaik
By  Raza Agha, Uday Patnaik
09 Jul 2025
3 min read
short credit
Investment strategy

Navigating a tight credit spread environment: Seeking safety in short duration

We believe that short-duration bonds could potentially provide a buffer against market volatility while offering flexibility to transition to long-duration credit when conditions improve.
Suzanna EllardJohn Daly
By  Suzanna Ellard, John Daly
08 Jul 2025
5 min read
Inside data centre
ESG and long-term themes

Generative AI in data centres part 1: A primer

In this first of a three-part series, we look at how GenAI is fuelling a surge in data centre investment, enabling the development of facilities...
Dr. James Tyrrell
By  Dr. James Tyrrell
08 Jul 2025
4 min read
Tokyo tower
ESG and long-term themes

From post-AGM to pre-AGM: Japan’s efforts to reform annual disclosure practices

As Japan’s AGM season wraps up, it’s a timely moment to revisit the expectations we’ve communicated on long-standing issues like AGM clustering, disclosure timelines, and...
Aina Fukuda
By  Aina Fukuda
07 Jul 2025
4 min read
Column US
Markets and economics

An end to US exceptionalism?

The rebalancing to come, messy though it may be, could ultimately lead to a healthier equilibrium of capital allocation.
Tim DraysonJason Shoup
By  Tim Drayson, Jason Shoup
07 Jul 2025
5 min read
L&G Talks
Markets and economics

Podcast: a profound shift for markets

This special episode of the CIO call marks the publication of our midyear global outlook.
L&G’s Asset Management business
By  L&G’s Asset Management business
04 Jul 2025
1 min read

Recommended content for you

Learn more about our business

We are one of the world's largest asset managers, with capabilities across asset classes to meet our clients' objectives and a longstanding commitment to responsible investing.

Image of London skyscrapers

Sign up for blog email alerts

Receive the latest articles in a weekly digest by registering via the email preference centre