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
Systematic active investing – combining active insights with systematic discipline
Systematic active funds aim to combine the benefits of active and passive, offering the possibility of outperformance and the opportunity to incorporate qualitative research within... 
What happened to PHP? Why a 30-year-old technology still matters
For many people, PHP feels like a relic of the early internet. Recent headlines about a programming language most people have forgotten about provide a... 
A tale of two markets
What should investors make of an environment in which long-term government bond yields are at their highest in a generation, yet stocks keep climbing? 
Minimum issue screens in global aggregate bond indices: a cost/benefit analysis
Our analysis indicates potential investability benefits, based on fewer holdings and lower estimated implementation costs with minimal diversification, currency exposure and risk trade-offs. 
Q4 2026 ETF outlook: getting more from core
Amid rapid shifts in market leadership and geopolitical uncertainty, attention is returning to core exposures. 
Positives and negatives: what’s fuelling moves in battery value-chain equities?
Leading names in the battery value-chain have sold off as a result of wider clean energy pressures and idiosyncratic factors, but the longer-term outlook remains... 
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... Recommended content for you
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