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
UK equities: political churn, corporate conviction
Despite political and economic uncertainty in the UK, companies continue to report strong earnings and trade at potentially attractive free cashflow multiples, as evidenced by... 
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... 
AI in EMD: Productivity to power and politics
AI capabilities are playing an even greater role in global economic competitiveness and geopolitical influence 
The AI effect: why active management matters more, not less
AI is not simply a story of sector winners and losers, strengthening the case for bottom-up stock selection in our view. 
Earnings: micro strength amid macro noise
Macro headwinds are real but are not overwhelming company fundamentals. In this environment, selectivity is increasingly important. 
The rising tide of buybacks in UK equity markets
More companies are conducting buybacks, with increased scale and frequency. What was once an occasional capital management lever is fast becoming a structural and fundamental... 
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. Recommended content for you
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