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
Gold miners glisten – is the shine here to stay?
Following exceptional year-to-date returns, investors assess whether it’s time to lock in gains or stay the course during this golden run. 
Rethinking equity allocation: time to embrace equal weighting?
We explore the rise of equal-weight approaches, and how increasing coverage creates new options for investors seeking balanced exposure. 
Are growth strategies anti-value?
The answer is nuanced – but designing growth strategies in a way that is agnostic to value could allow investors to capture the market returns... 
Why concentration risk matters now – and how equal weight could provide a solution
History has shown that concentration risk can lead to painful drawdowns. A different approach to index weighting could help. 
Spotlight on the world’s strongest brands: Coca-Cola
In this blog series, we focus on three leading global companies. This time, we look at Coca-Cola*. 
Does decarbonisation alter investment objectives?
In a follow-up to our 2022 research, we explore whether conventional investment objectives are compatible with decarbonisation. 
Rolling the dice on rebalancing: a hidden risk in momentum strategies
The timing of rebalancing can cause meaningful differences in momentum strategy performance. We model the effects of this phenomenon and suggest practical solutions for investors... 
Spotlight on the world’s strongest brands: Deutsche Telekom
In this blog series, we focus on three leading global companies. This time we examine German telecoms giant Deutsche Telekom*. 
Spotlight on the world’s strongest brands: TSMC
We focus on three leading global companies, showing how a strong brand can contribute to financial performance across a range of sectors. 
What can investors learn from the Section 899 drama?
In the third instalment of our series on overcoming equity market concentration risk, we consider how investors can respond to shifting policy risk in US... 
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