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
Webinar: Surplus extraction
DB schemes: Surplus extraction is here - time to invest like an insurer? 
How pension proposals could power sterling assets
We assess the extent to which UK government plans might boost investment into private market assets and bolster economic activity. 
When vacancies vanish: UK and French unemployment at a turning point?
If economic growth remains weak, we expect unemployment in these countries to rise more than in their peers. 
An end to US exceptionalism?
The rebalancing to come, messy though it may be, could ultimately lead to a healthier equilibrium of capital allocation. 
How important is the Strait of Hormuz for global trade?
Given the fragility of peace in the Middle East, how reliant is the global economy on this 21-mile-wide stretch of water? 
When small parcels mean big business
For all the noise on headline tariff rates, tariffs on small packages are underdiscussed. 
What can the London congestion charge teach us about tariffs?
Congestion charges and tariffs are very different in design, but both are attempts to use taxes to change economic behaviour. What can we learn from... 
Tariffs: How to manage portfolio uncertainty
Significant uncertainty remains about the outcomes of tariffs, and it’s hard to have an edge on forecasting this. However, are there approaches that multi-asset investors... 
Equity valuations uncovered (part 5): Beyond extremes
Do valuations only matter in extremes? And can the precise form of the valuation metric lead to different conclusions? 
Chart of the month: Have reports of the dollar's death been greatly exaggerated?
In May 1897, rumours began to circulate in New York of the death of Mark Twain. The great writer, who was in London at the... Recommended content for you
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