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
Trump's tariffs: Mind the trade gap
Tariffs have transformed the geography of US trade, but the headline improvement in the deficit is less impressive than it appears. 
Investment opportunities: Collateralised loan obligations
Beyond the acronym – making sense of CLOs and their investment potential 
Q4 2026 Asset Allocation outlook: Navigating crosscurrents
Markets are being pulled between two powerful forces: the promise of an AI-driven productivity surge and the reality of an energy supply shock. We examine... 
Chart of the month: Data centres, beyond the AI noise
Artificial intelligence (AI) may dominate the headlines but the clearest evidence of demand can be found in the infrastructure supporting it. 
Redistributing risk in retirement-only CDC – does it improve efficiency?
The mechanism that makes pensions appear safer may be the very thing that makes overall outcomes less so due to increased sequence risk. 
The future of MPS: meeting changing client needs
If the past decade of MPS was about establishing its place in advisers' toolkits, the next could be about refinement. As markets become more complex... 
Five years on: what we've learned along the way
Five years after launching our MPS proposition, we reflect on the lessons we've learned, the importance of consistent performance and why adviser partnerships have become... 
AI bond anxieties are displacement activity
Investors have focused on the risks of AI-driven borrowing by technology giants. Yet the far bigger challenge for bond markets may be the growing financing... 
Five years of MPS: staying true to our DNA
MPS has become one of the most important developments in the UK adviser market over the past decade and that growth shouldn't come as a... 
Chart of the month: A tale of two energy markets
This month, we assess the diverging paths of oil and natural gas prices. 
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