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.

divi past
Investment strategy

A bird in the hand: why dividends matter

Dividends can potentially provide a valuable source of stability in periods of volatility, and may also be indicative of superior profitability. But the investment strategy...
Elisa Piscopiello
By  Elisa Piscopiello
20 Nov 2025
3 min read
santa fomo
Markets and economics

Is Santa Claus for real?

With equity market valuations appearing stretched, we ask whether market gifts of Christmases past could still be in the post this year.
Emiel van den HeiligenbergGreta Farina
By  Emiel van den Heiligenberg, Greta Farina
19 Nov 2025
3 min read
buyout 2
Investment strategy

Video: Buyout 2.0 – Back to basics

You choose the endgame, we'll build the bridge
L&G’s Asset Management business
By  L&G’s Asset Management business
18 Nov 2025
1 min read
Refurb flats
Investment strategy

Applying growth equity investing to operational real estate

On the back of our recent report looking at investing in real estate operating companies, we assess how growth equity investing can be applied to...
Robin MartinBill Page
By  Robin Martin, Bill Page
13 Nov 2025
3 min read
AI Boom
ESG and long-term themes

Webinar: Are we in an AI boom or bubble?

A trio of L&G investment experts recently recorded a webinar to discuss the wide-ranging implications of artificial intelligence (AI) for investors.
L&G’s Asset Management business
By  L&G’s Asset Management business
12 Nov 2025
1 min read
QER25 Q3
ESG and long-term themes

Our global engagement to deliver positive change

During the third 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
12 Nov 2025
1 min read
Cardiff city centre
Investment strategy

Long-term capital meets long-term purpose: The future of UK long-income real estate

As investors seek resilience, performance, and purpose from their allocations, long-income is gaining traction.
Sammie StantonDerek Gilby
By  Sammie Stanton, Derek Gilby
11 Nov 2025
3 min read
penny pick
Markets and economics

Words of wisdom? ā€œPicking up pennies in front of a steamrollerā€

Our Well-known Investment Saying Evaluation (WISE) index provides an assessment of some well-worn financial aphorisms.
Asset Allocation team
By  Asset Allocation team
10 Nov 2025
2 min read
data centre
ESG and long-term themes

From cloud to cash: How hyperscalers are funding AI expansion

Big Tech’s funding of AI infrastructure is well known. In this blog, we address how hyperscalers are financing their efforts in the technology and answer...
Suzanna EllardJohn Daly
By  Suzanna Ellard, John Daly
06 Nov 2025
4 min read
Agent AI
ESG and long-term themes

Agentic AI: the next frontier in artificial intelligence for investors?

AI is transforming industries at scale, and agentic AI could accelerate this trend. Learn how to capture the potential opportunity while seeking to manage downside...
Aude Martin
By  Aude Martin
06 Nov 2025
3 min read

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