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
Prepare, don’t predict: a timeless playbook for geopolitical risk management
Geopolitical events can be especially challenging for investors. They are often emotive, highly uncertain, and prone to hyperbole in headlines – all factors that can... 
Chart of the month: Venezuelan oil in focus
Over the past decade, oil production from the world’s largest known reserves has declined. Could that be about to change? 
Prepare, don’t predict: why uncertainty isn’t the enemy
In light of the recent US intervention in Venezuela, and increased international focus on Greenland’s future, this series of blogs looks at how we manage... 
Venezuela: What do recent events mean for markets?
Amid the recent US intervention, we assess the potential impact on markets and discuss what we are doing in portfolios. 
Countdown to 2026
As the year draws to a close, it’s that time when investors start trying to forecast what’s next… 
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. 
Emerging markets: Upside risk after a resilient 2025
We identify reasons for cautious optimism and discuss how we think innovative exposure can be achieved. 
Building resilient portfolios in an uncertain world
Why we seek to shun reckless prudence in favour of clearly reasoned strategic allocations. 
The US swing factor
The world’s largest economy will likely determine which of a wide range of scenarios for global growth plays out in 2026. 
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