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
A benign year runs into an energy reality check
Higher energy prices have unsettled what looked like a calm year for growth and inflation and this is proving difficult for central banks to ignore. 
Deferred annuities in DC decumulation: understanding the trade-offs
Pension schemes are weighing whether deferred annuities can deliver the simplicity and longevity protection retirees need or whether the trade-offs in flexibility, pricing and investment... 
Q2 2026 Asset Allocation outlook: Adapting to uncertainty
The conflict in the Middle East has raised profound and unsettling questions about geopolitical and commodity market stability. 
Engines of intelligence: Scaling the frontier
AI models continue to improve, leading to disagreements about their effects on the labour market 
Chart of the month: Oil prices – putting things in perspective
Investor attention remains firmly on the Strait of Hormuz and the timing of its reopening to Gulf energy exports. In April’s chart of the month,... 
Evidence-based investing: smart investing, smart marketing or a bit of both?
Evidence can anchor long term strategy, yet history alone can’t guide every decision. We think incorporating systematic, forward looking adjustments may better position portfolios for... 
EMs and Hormuz: who is most affected?
The energy shock accompanying the Hormuz closure places many emerging markets (EMS) in the lurch. 
Beyond the barrel
If the conflict in the Middle East persists, inflationary pressures could increase. However, in contrast to 2022, we think a sustained inflation surge appears less... 
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