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 authorās particular investment region or desk, and do not necessarily reflect the views of L&G. For investment professionals only.

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. 
Timing the cycle: why it remains important
Investors now face two very powerful competing forces: exponential AI-related capex and a slowing US economy. 
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... 
Are growth strategies anti-value?
The answer is nuanced ā but designing growth strategies in a way that is agnostic to value could allow investors to capture the market returns... 
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... 
Podcast: Interest rate expectations, US data revision and AI earnings ā Market Talk
Our regular markets discussion offers an overview of the biggest topics for investors today. 
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⦠
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 Iād share a... 
What does Shariah Standard 62 mean for the sukuk market?
Assessing reform, risk, and realignment in Shariah-compliant finance 
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. Recommended content for you
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