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
Bank of England joins the hiking party
Threadneedle Street bows to inflationary pressure in its first rate increase in over three years. 
US midterms: a political shift, not a market reset
What does the US midterm election result mean for markets? 
CAPE fear?
The elevated CAPE ratio is often cited as evidence that US equities have become too expensive. We examine why the relationship between valuation and future... 
AI is helping, but consumers still drive US growth
The US consumer remains the primary engine of economic growth, but, as income growth slows and household spending becomes increasingly linked to equity markets, the... 
Taking the market’s pulse: time to challenge conventional wisdom on France, inflation and AI?
Travels across Europe and Asia highlighted three key areas that may create opportunities for investors willing to question confidence in consensus narratives. 
Trump's tariffs: Mind the trade gap
Tariffs have transformed the geography of US trade, but the headline improvement in the deficit is less impressive than it appears. 
Investment opportunities: Collateralised loan obligations
Beyond the acronym – making sense of CLOs and their investment potential 
Q4 2026 Asset Allocation outlook: Navigating crosscurrents
Markets are being pulled between two powerful forces: the promise of an AI-driven productivity surge and the reality of an energy supply shock. We examine... 
Chart of the month: Data centres, beyond the AI noise
Artificial intelligence (AI) may dominate the headlines but the clearest evidence of demand can be found in the infrastructure supporting it. 
Redistributing risk in retirement-only CDC – does it improve efficiency?
The mechanism that makes pensions appear safer may be the very thing that makes overall outcomes less so due to increased sequence risk. 
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