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

bond equal
Markets and economics

All bonds are equal, but some are more equal than others

Which duration assets should investors own? It depends on the underlying motivation for holding duration.
Christopher Jeffery
By  Christopher Jeffery
22 Oct 2025
3 min read
Fed CIO
Markets and economics

Trumpification of the Fed

How serious is the threat facing the independence of the bank? And if independence erodes, what might happen next?
Tim Drayson
By  Tim Drayson
20 Oct 2025
3 min read
L&G Talks
Markets and economics

Podcast: Artificial reality vs. the real world – the economics of AI

How is the mass adoption of AI changing the labour market? Could this technology shift the balance of geopolitical power? And can investors access this...
L&G’s Asset Management businessAsset Allocation team
By  L&G’s Asset Management business, Asset Allocation team
16 Oct 2025
1 min read
new fed
Markets and economics

Chart of the month: Are US rate cuts necessarily bullish for US equities?

Equity investors are often minded to cheer when the US Federal Reserve begins a cutting cycle. But what do the last 40 years of history...
Robert Griffiths
By  Robert Griffiths
08 Oct 2025
2 min read
Trend following
Markets and economics

Words of wisdom? “The trend is your friend”

Our Well-known Investment Saying Evaluation (WISE) index provides an assessment of some well-worn financial aphorisms.
Asset Allocation team
By  Asset Allocation team
07 Oct 2025
2 min read
market time
Markets and economics

Words of wisdom? “Time in the market beats timing the market”

Our Well-known Investment Saying Evaluation (WISE) index provides an assessment of some well-worn financial aphorisms.
Asset Allocation team
By  Asset Allocation team
02 Oct 2025
2 min read
Count down
Investment strategy

Tackling the retirement countdown conundrum

The retirement conundrum is complex. To support people, guidance journeys are evolving fast, helping retirees to overcome biases and make better decisions in the countdown...
John Roe
By  John Roe
28 Sept 2025
5 min read
China AI
Markets and economics

Can China’s engineering state break US AI dominance?

For now, the US has a significant advantage in cutting-edge AI chips, but China promises more surprises to come.
Matthew Rodger
By  Matthew Rodger
23 Sept 2025
3 min read
cab book
Economics

Black cabs and bookstores: Does youth employment track technological change?

Historical analysis suggests early-career workers may indeed be canary chicks in the coalmine. So their current career challenges could be the first flutters of AI...
James Carrick
By  James Carrick
22 Sept 2025
3 min read

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