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.
Asset allocation
Branching out: The interesting case for forests in portfolios
Forests are prized not only for their historical role but also for their ability to help diversify portfolios and potentially support nature and climate if... 
Podcast: Do famous investment sayings hold water?
Our Asset Allocation team recently released a whitepaper aiming to answer this question. We caught up with some of the authors to hear the highlights. 
AI adoption and jobs – positive for productivity?
While younger workers are finding careers in jobs where AI augments their skills, they are struggling to find jobs in sectors exposed to automation. 
Set up for euphoria?
The buzz around AI exhibits classic potential for overexuberance and “this time is different” thinking, which are often observed in bubbles. In our view, this... 
Chart of the month: French finances in focus
French bond spreads are widening as its political-risk timetable accelerates. 
Words of wisdom? “Cash is king”
Our Well-known Investment Saying Evaluation (WISE) index provides an assessment of some well-worn financial aphorisms. 
We need to talk about the twin deficits
Tariff revenues are flowing to the US Treasury, but are they improving the overall fiscal situation? And who is paying for them? 
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. 
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 I’d share a... 
On a string: navigating the yo-yo of EU–US trade policy
After months of speculation, the EU–US trade agreement has finally been reached. However, questions remain about its longer-term consequences for the global economy. 
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