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.
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. 
Podcast: US tariffs, AI meltdown and JGBs – Market Talk
Our regular update on the biggest themes shaping global markets, covering the AI-led selloff in software stocks, US tariffs and Japanese government bonds. 
Webinar: Endgame Insights: Putting theory into practice
We showcase our latest DB pensions research, conducted in collaboration with the Pension Management Institute (PMI). The webinar features the latest combined thinking from our... 
Webinar: Hungry Like the Wolf: Exploring the rapid growth and energy demand of data centres
With AI adoption accelerating and digitalisation surging, our recent webinar unpacked the rise of data centres, their electricity demand, and how we believe clean energy... 
AI disruption and the software selloff: what it means for US CLOs
Assessing the impact of the recent selloff in software stocks. 
Our climate commitments on behalf of our clients
We remain a committed signatory to the Net Zero Asset Managers Initiative, reflecting our long standing belief that climate risk is investment risk. We are... 
Podcast: Endgame Insights: Putting theory into practice
In late 2024, we published our inaugural Endgame Insights report for DB schemes. With a new version around the corner, here’s a sneak preview of... 
Responsible innovation
What evolutions in the responsible investment arena should DB trustees have in mind in 2026? 
Latin love — Why we like South American bonds
Latin America’s early moving central banks are tightening once more as inflation pressures rekindle. Yet with real rates still priced at extreme levels and the... 
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