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.
Active equities
Powering the digital world: what we learned from Data Centre World 2026
As AI scales, so does the need for resilient, power efficient data centres. Data Centre World reinforced that a clear opportunity sits with the enablers... 
Middle East conflict: the view from our EMD desk
We discuss the backdrop for emerging markets before the start of the conflict, and what changed. 
Is AI the answer?
While scepticism runs high, there’s potential for AI to have far bigger impact on the economy and markets than historical parallels suggest. 
Am I on your Christmas card list?
Consumer preferences on sending cards are shifting – we discuss the effect this is having on card retailers. 
From Japanification to anti-involution: what’s different this time?
Although there are parallels with Japan in the 1990s, fiscal flexibility, new growth engines, and a strategic shift towards a high-quality growth model mean China... 
From agri to tech: the impact of US tariffs on sectors
Our rundown of how US trade tariffs might affect different sectors. 
The myth of Chinese consumption stimulus
Investors who are holding their breath for consumer stimulus may be missing the bigger picture – and potential investment opportunities. 
What happens when the market loses its anchor?
How fading US exceptionalism may mean short-term uncertainty but long-term benefits for emerging market equities. 
Could a deal between Presidents Trump and Xi spark a Chinese bull run?
Gauging the winds of change in US-China relations and the impact on Chinese equity markets. 
An unlikely AI case study?
Walmart* may not be glamourous, but the American retail giant is showing the way ahead for creating potential value with artificial intelligence (AI). 
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