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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De dollar
Investment strategy

Despite the de-dollarisation debate, demand for dollar liquidity in Asia is booming

There has been much focus in recent years on the topic of de-dollarisation. Geopolitics, changes in global trading relationships, volatility, reserve diversification, and alternative payment...
Ed Wicks
By  Ed Wicks
25 Sept 2026
3 min read
L&G Talks
Markets and economics

Podcast: AI’s victors, vulnerabilities and value

The AI investment story is evolving beyond today's market leaders. This podcast takes a wide-ranging view of the ramifications of the technology for investors.
L&G’s Asset Management business
By  L&G’s Asset Management business
24 Sept 2026
1 min read
An apartment building
Investment strategy

Platform investing in real estate: Unlocking value through operational exposure

Our recent paper dives into platform investing – a ‘private equity-style’ strategy where real estate platforms are acquired and potential returns generated via the revenues...
L&G’s Asset Management business
By  L&G’s Asset Management business
23 Sept 2026
2 min read
L&G Talks
Markets and economics

Podcast: A new era for rates and bonds? Market Talk

Ben Bennett, Head of Investment Strategy Asia, shares his thoughts on what higher rates could mean for inflation, equities and bond markets.
L&G’s Asset Management business
By  L&G’s Asset Management business
18 Sept 2026
1 min read
new fed
Markets and economics

US Fed hike reinforces the case for dynamic duration management

The recent rise in front-end yields amid a shifting outlook for US rates has reinforced our belief in a dynamic approach to duration.
Ben BennettMatthew ReesTom Farrington
By  Ben Bennett, Matthew Rees & Tom Farrington
17 Sept 2026
4 min read
Spencer and Matteo
Markets and economics

Focusing on data centres with Kao Data

In the first of this two-part blog series, we sit down with Spencer Lamb, CEO of Kao Data, and Matteo Colombo, Managing Director of Digital...
L&G’s Asset Management business
By  L&G’s Asset Management business
10 Sept 2026
Cash bucket
Investment strategy

Cash segmentation (a reprise)

With upward sloping money market curves and central banks again assessing the potential impact of energy supply disruption, we thought it a good time to...
John Wherton CFARoss McDonald
By  John Wherton CFA & Ross McDonald
09 Sept 2026
3 min read
potato picking
Responsible investing and long-term themes

Field trips

What a potato can tell us about making climate progress
Will GleveyNina Pimblett
By  Will Glevey & Nina Pimblett
09 Sept 2026
3 min read
Grocery shopping
Responsible investing and long-term themes

The transparency opportunity

How better information could unlock value for customers, companies and shareholders
Will GleveyNick Stansbury
By  Will Glevey & Nick Stansbury
08 Sept 2026
4 min read
Climate Pledge
Responsible investing and long-term themes

Climate Impact Pledge 2026: A decade in review, a future in focus

Over ten years, L&G’s Climate Impact Pledge has helped move climate change from the margins to the mainstream of corporate governance, strategy and disclosure among...
L&G’s Asset Management business
By  L&G’s Asset Management business
07 Sept 2026
3 min read

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