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.
CIO Office
Podcast: a profound shift for markets
This special episode of the CIO call marks the publication of our midyear global outlook. 
Midyear global outlook: Gravity defied – for now
Even though many markets have recovered poise since the recent volatility spike, they remain vulnerable to further shocks and crucial long-term questions for investors persist. 
Podcast: Middle East conflict, inflation and interest rates – Market Talk
Ben Bennett, Head of Investment Strategy Asia, shares his thoughts on the market impact of the Middle East conflict. 
Podcast: How to tackle equity market concentration risk
With market volatility front of mind in 2025, we explore equity market concentration risk and what can be done to mitigate it. Podcast: Unpacking unconstrained strategies
What does it mean when we say an active fixed income strategy is “unconstrained”? What difference does it make when a fund is not tied... Podcast: As above, so below – The case for crossover private credit
This week, we tackle part of the private credit universe that doesn’t often get much airtime. That’s ‘crossover credit’ – or in other words, the... Podcast: What does the term ‘money market fund’ actually mean?
What is a money market fund? Why do investors use them? And how might the path of interest rates, technological change and regulation affect the... Podcast: US tariffs, the Hong Kong dollar and UK inflation – Market Talk
Ben Bennett, Head of Investment Strategy Asia, shares his thoughts on the rebound in risk assets following the preliminary US/China trade deal. 
Podcast: Tomorrow and tomorrow and tomorrow – private markets in Q2 and beyond
2025’s macro turbulence has been well documented, but is there opportunity among the uncertainty? Podcast: What’s driving the recovery? Market Talk
Ben Bennett plots the path of interest rates in the US and UK, examines the factors driving the equity market rebound, and explains why possible... Recommended content for you
Learn more about our business
We are one of the world's largest asset managers, with capabilities across asset classes to meet our clients' objectives and a longstanding commitment to responsible investing.
