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
Words of wisdom? “Sell in May and go away”
Our Well-known Investment Saying Evaluation (WISE) index provides an assessment of some well-worn financial aphorisms. 
Emerging markets: the risk of sudden stops
Understanding capital flows is crucial for emerging market investors. Which countries could be most vulnerable? 
Adding a new lens to our CAMERA: mean-reverting valuations and expected returns
We’ve evolved our expected returns framework to incorporate valuation mean reversion, providing new insights into a range of asset classes. 
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. 
Trumpification of the Fed
How serious is the threat facing the independence of the bank? And if independence erodes, what might happen next? 
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... 
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... 
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. 
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. Recommended content for you
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