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
Building resilient long-term equity portfolios
In a new whitepaper, we provide evidence that portfolios constructed to diversify across underlying return drivers have historically delivered improved risk-adjusted returns, lower volatility and... 
India’s withholding tax cut could unlock billions in foreign inflows
We explore the potential impact of India’s tax cuts on investor returns, and how the move reflects a broader structural tailwind for local-currency emerging market... 
SpaceX IPO launches: Implications for index exposures
Index vendors have been reviewing and updating their inclusion rules to adapt to a changing IPO landscape, though differences remain, with implications for investors. 
Do factor investing and ESG go together?
In a major new whitepaper, we explore the complex interaction of factors and ESG objectives. 
Understanding the factor exposures of thematic indices
Ahead of a major research paper to be released later this year, we analyse the factor exposures of thematic indices – and what this means... 
How AI could change the economics of cyber security
In the second part of a new series on Anthropic*’s Claude Mythos, we consider which parts of the cyber security value chain may be most... 
What Claude Mythos means for cyber security
In the first part of a new series on Anthropic*’s Claude Mythos, we explore how the software could change the work of cyber security teams. 
How equal weighting can tackle concentration risk
By selecting an equal-weight version of a major equity index, investors can reduce concentration risk and access diversified sectors, in our view. 
What are market neutral funds, and how can investors use them?
Having introduced alternatives and their liquid counterparts, we now turn to market neutral funds, explaining how these strategies work and what they can potentially add... 
Tech issuance is reshaping the IG credit market
The sheer scale of issuance to fund AI capex is changing the dynamics of the investment grade (IG) market, highlighting potential downsides of standard market... Recommended content for you
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