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.
Equal-weight US equities are ahead YTD. What changed?
We believe equal weight may be an appropriate response to an environment of resilient growth, elevated valuations and a shift in market leadership. 
From transmission risk to portfolio resilience: did diversification hold up?
Part two of our six-month check-in asks whether the diversification framework set out in January helped as AI-related risks became more visible – and where... 
The next phase of data centre growth - and the role of high yield capital
What does the globalisation of data centres mean for high yield investors? 
Looking beyond the boardroom: What site visits reveal about UK small caps
UK portfolio manager Camilla Ayling recently clocked 430 miles across three days visiting two UK-listed companies. The trips reinforced how seeing operations and meeting employees... 
From cell to system: the crucial role of the battery value chain
The outlook for battery markets isn’t just about EVs anymore. We explore how the battery value chain plugs into structural changes in global power markets. 
Digital infrastructure: Rising demand, rising complexity
Risks within the digital infrastructure sector are materialising and evolving. Navigating the environment increasingly requires conviction and specialist expertise. 
Euro credit: AI’s next frontier
As hyperscaler debt moves into euros, what are the potential opportunities and risks for euro credit investors? 
Podcast: DC Close Up – the default lens
In the latest episode of DC Close Up for L&G Talks Asset Management, we look at Defined Contribution (DC) pensions through the default lens. From... 
Investment opportunities: Infrastructure
Built different? Finding the right infrastructure asset for your portfolio 
Geopolitics, AI and electrification: three forces driving clean energy growth
Renewables should be set to benefit from a range of tailwinds, from today’s focus on energy sovereignty to a long-term shift towards electrification. 
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