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
Rising to the challenge
We have now seen the first schemes enter their valuation cycles under the new DB funding code. There is now no option but to have... 
Seeking value in bulk annuity transactions
With record numbers of well-funded pension schemes seeking to insure, the question isn’t just about affordability and readiness, but how to maximise overall value safely? 
Investing for run-on
Surplus generation and extraction or benefit enhancement provide an additional layer of complexity, but is this really a new concept? 
Unconstrained strategies: keeping an eye on AI
How can unconstrained bond investors navigate AI-related issuance? 
2026 DB outlook: Opportunity and innovation
Whether you are considering buyout, run-on or both, we are here to help build a bridge to your chosen endgame destination. 
Fiscal fault lines: how debt sustainability fears may shape 2026
After years of fiscal largesse, the ‘debasement trade’ has gained significant momentum, just as AI fuels an extraordinary wave of capital investment. 
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? 
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