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.
Investment solutions
From cloud to cash: How hyperscalers are funding AI expansion
Big Tech’s funding of AI infrastructure is well known. In this blog, we address how hyperscalers are financing their efforts in the technology and answer... 
Solutions chart update: ForGilt me not
Gilts have been a recent standout performer in fixed income. Since peaking around the start of September, 30-year gilt yields extended their run lower through... 
Adding a new lens to our CAMERA: mean-reverting valuations and expected returns
We’ve evolved our expected returns framework to incorporate valuation mean reversion, providing new insights into a range of asset classes. 
Private equity structural alpha: Myth or measurable?
Does private equity offer anything, on a risk-adjusted basis, above listed equity? 
Solutions chart update: 30-year yields approach 30-year highs
Gilt yields are back in the headlines. They have risen steadily over the summer, especially at the long end, with 30-year yields reaching their highest... 
Navigating tight credit spreads: can trigger strategies help?
Investment grade credit spreads are exceptionally tight today relative to history. How long have such conditions lasted in the past, and could a trigger strategy... 
Solutions chart update: A balanced diet of OATs, AAPL and bundwurst?
In a special edition chart update focused on European bond markets, we bring new meaning to the concept of gastronomy economy… 
Can ESG equity indices be replicated synthetically?
We examine the use of synthetic replication of environmental, social, and governance (ESG) indices for defined benefit (DB) pension schemes, and considerations for investors. 
Does decarbonisation alter investment objectives?
In a follow-up to our 2022 research, we explore whether conventional investment objectives are compatible with decarbonisation. 
Renting into retirement: The future cost of the affordable housing crisis
Our latest DC research with UK pension savers underscores how deep the fault line from the housing crisis goes. 
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