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
Catastrophe bonds: Is the party over?
Insurance-linked bonds, also known as cat bonds, have had three exceptionally good years. But spreads are now tightening fast. We explore what’s driving the shift... 
Chart of the month: Earnings or hype?
This month, we assess what’s driving the performance of large-cap US tech companies. 
The alchemy of mania
Bubbles are hard to identify in real time, but the parabolic price rise in precious metals is showing all the hallmarks. 
Engines of intelligence: Algorithmic arsenals
Fractious geopolitics makes it worth thinking about AI’s effects on global power relations. 
Prepare, don’t predict: Greenland and US strategic ambitions – a case study in preparation
To illustrate our ‘prepare, don’t predict’ approach, we’ll examine a live geopolitical issue: Greenland and the renewed strategic interest it’s drawing from the US. Its... 
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… Recommended content for you
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