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.

Sayings main
Investment strategy

Words of wisdom: Do famous investment sayings hold water?

Our Well-known Investment Saying Evaluation (WISE) index provides an assessment of some well-worn financial aphorisms.
Asset Allocation team
By  Asset Allocation team
14 Aug 2025
2 min read
timing cycle
Fixed income

Timing the cycle: why it remains important

Investors now face two very powerful competing forces: exponential AI-related capex and a slowing US economy.
Colin Reedie
By  Colin Reedie
13 Aug 2025
3 min read
servers in a corridor
ESG and long-term themes

Generative AI in data centres part 3: How GenAI shapes AI sovereignty and data centre investment

In part 1 of this blog series, we introduced the physical infrastructure needs for data centres that support AI. In part 2, we described how...
Dr. James Tyrrell
By  Dr. James Tyrrell
13 Aug 2025
4 min read
Growth Value
Investment strategy

Are growth strategies anti-value?

The answer is nuanced – but designing growth strategies in a way that is agnostic to value could allow investors to capture the market returns...
Ayah Habboub
By  Ayah Habboub
12 Aug 2025
5 min read
CRO 25
ESG and long-term themes

Our global engagement to deliver positive change

During the second quarter of 2025 we continued to engage with companies, industry peers and policymakers, voting on behalf of our clients on a wide...
Investment Stewardship team
By  Investment Stewardship team
11 Aug 2025
L&G Talks
Markets and economics

Podcast: Interest rate expectations, US data revision and AI earnings – Market Talk

Our regular markets discussion offers an overview of the biggest topics for investors today.
L&G’s Asset Management business
By  L&G’s Asset Management business
07 Aug 2025
1 min read
Balanced diet
Fixed income

Solutions chart update: A balanced diet of OATs, AAPL and bundwurst?

In a special edition chart update focused on European bond markets, we bring new meaning to the concept of gastronomy economy…
Robert Pace
By  Robert Pace
07 Aug 2025
2 min read
secret diary
Economics

The secret diary of an economist aged 49¾

After a week that was about as exciting as it gets for an economist working for a large asset manager, I thought I’d share a...
Tim Drayson
By  Tim Drayson
06 Aug 2025
4 min read
shariah finance
Fixed income

What does Shariah Standard 62 mean for the sukuk market?

Assessing reform, risk, and realignment in Shariah-compliant finance
Yew Thong ChoongJason TanCourt Gilbert
By  Yew Thong Choong, Jason Tan, Court Gilbert
05 Aug 2025
4 min read
data visualisation
ESG and long-term themes

Can ESG equity indices be replicated synthetically?

We examine the use of synthetic replication of environmental, social, and governance (ESG) indices for defined benefit (DB) pension schemes, and considerations for investors.
Azima Crumpton
By  Azima Crumpton
05 Aug 2025
3 min read

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