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.

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L&G talks
Investment strategy

Podcast: Investing in the UK – Real estate and beyond

This week on the podcast, we’re looking at the UK, exploring what might be in store for investors in real estate and certain related asset...
L&G’s Asset Management division
By  L&G’s Asset Management division
07 Mar 2025
1 min read
solar panels
ESG and long-term themes

Webinar: InfraGrowth: What’s driving Europe’s infrastructure transition?

Senior portfolio managers from L&G and NTR recently sat down for an IPE-led webinar to discuss the key drivers behind Europe’s transformative infrastructure journey.
L&G’s Asset Management division
By  L&G’s Asset Management division
06 Mar 2025
1 min read
Fibre lights
Investment strategy

Sub-investment grade private debt investment opportunities for life insurers under Solvency UK reform

Solvency UK reforms are allowing life insurers to assess investments in additional asset classes. One area that may be of particular interest is sub-investment grade...
LGIM team
By  LGIM team
04 Mar 2025
2 min read
L&G Talks
Markets and economics

Podcast: Germany’s debt brake, Chinese tech and political polarisation – Market Talk

Ben Bennett, Head of Investment Strategy for Asia, shares his take on the big topics in markets today.
L&G’s Asset Management division
By  L&G’s Asset Management division
28 Feb 2025
1 min read
Oil farm
ESG and long-term themes

How could the oil sector navigate the energy transition?

Few industries are as exposed to the energy transition as oil. What options does it face in a future of uncertain demand?
Nick Stansbury
By  Nick Stansbury
27 Feb 2025
4 min read
Pod Strategy
Investment strategy

Podcast: A long-term view on EMD

How has the emerging market debt universe changed in recent decades? What are the portfolio use cases for these assets? And what is the role...
Asset Allocation teamLGIM team
By  Asset Allocation team, LGIM team
21 Feb 2025
1 min read
Pod Market
Markets and economics

Podcast: US tariffs, BoE cut and European equity rally – Market Talk

Ben Bennett, Head of Investment Strategy for Asia, shares his take on the big topics in markets today.
LGIM team
By  LGIM team
14 Feb 2025
1 min read
Pod Market
Markets and economics

Podcast: The view from the top – a long-term look at private markets

This week on LGIM Talks, the cameras are rolling as we sit down for a special video edition of the podcast.
LGIM team
By  LGIM team
10 Feb 2025
1 min read
Pod Strategy
Investment strategy

Podcast: Should investors hedge forex risk?

Ahead of the release of an in-depth research paper, John Southall, Head of Strategic Research in our Asset Allocation team, delves into FX hedge ratios.
LGIM teamAsset Allocation team
By  LGIM team, Asset Allocation team
31 Jan 2025
1 min read
Pod Market
Markets and economics

2024 reflections and 2025 preparations – the CIO call

Join Sonia Laud, our Chief Investment Officer, as she shares her thinking on the key themes that should now be on investors’ radars.
Sonja LaudLGIM team
By  Sonja Laud, LGIM team
24 Jan 2025
1 min read

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