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.
Index
Where next for clean energy equities?
While policy headwinds, tariff uncertainty and questions around AI demand have weighed on recent performance, the long-term case remains intact, in our view. 
African sovereign Eurobonds: accessing the premium, managing the complexity
It’s a market that’s growing fast, with a potentially attractive yield premium. Accessing the exposure via an ETF could provide a practical way of managing... 
Equal-weight US equities are ahead YTD. What changed?
We believe equal weight may be an appropriate response to an environment of resilient growth, elevated valuations and a shift in market leadership. 
From transmission risk to portfolio resilience: did diversification hold up?
Part two of our six-month check-in asks whether the diversification framework set out in January helped as AI-related risks became more visible – and where... 
From cell to system: the crucial role of the battery value chain
The outlook for battery markets isn’t just about EVs anymore. We explore how the battery value chain plugs into structural changes in global power markets. 
Geopolitics, AI and electrification: three forces driving clean energy growth
Renewables should be set to benefit from a range of tailwinds, from today’s focus on energy sovereignty to a long-term shift towards electrification. 
From AI transmission risk to real-world stress: six months on
Six months ago, I mapped how stress could travel from an AI capex boom into equity, credit and rates markets if optimism faded. Was I... 
Emerging market debt: resilience in a fragmenting world
Recent market behaviour suggests emerging market debt (EMD) has entered a new phase – one defined not by fragility, but by structural resilience. 
Investing in energy resilience
Spanning sectors including utilities, clean power and digital infrastructure, we think this theme is supported by several long-term structural tailwinds. 
Q3 2026 ETF outlook: resilience in a changing world
Profound changes are reshaping our world. From AI and geopolitical splintering to the growing economic sway of emerging nations, old certainties are fading fast. 
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