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

riding out
Fixed income

Riding out regime change in fixed income

We assess how public and private credit investors can navigate macro volatility, while questioning the enduring strength of US Treasuries...
Matthew ReesRoss McDonaldLushan SunMatthew Rodger
By  Matthew Rees, Ross McDonald, Lushan Sun, Matthew Rodger
14 Jul 2025
7 min read
uk proposal
Investment strategy

How pension proposals could power sterling assets

We assess the extent to which UK government plans might boost investment into private market assets and bolster economic activity.
Bill PageMathew WebbMartin Dietz
By  Bill Page, Mathew Webb, Martin Dietz
10 Jul 2025
6 min read
short credit
Investment strategy

Navigating a tight credit spread environment: Seeking safety in short duration

We believe that short-duration bonds could potentially provide a buffer against market volatility while offering flexibility to transition to long-duration credit when conditions improve.
Suzanna EllardJohn Daly
By  Suzanna Ellard, John Daly
08 Jul 2025
5 min read
Abstract retirement image
Investment strategy

Redesigning DC retirement

With private markets now part of the investment mix, backed by policy momentum and global inspiration, we’re entering a new era of retirement investing. Discover...
Paula Llewellyn
By  Paula Llewellyn
01 Jul 2025
4 min read
Boardroom silouette
ESG and long-term themes

How we address responsible investment in Liability Driven Investment portfolios

Liability Driven Investment portfolios are generally made up of gilts, derivatives and cash. In this blog, we look at how responsible investment considerations can be...
Nambassa Nakatudde
By  Nambassa Nakatudde
26 Jun 2025
4 min read
coal power plant
ESG and long-term themes

Carbon market unification: A post-Brexit reconciliation

Unification of EU and UK carbon markets could offer economic benefits and increased investment in clean technologies, but it could also lead to higher power...
John DalySuzanna Ellard
By  John Daly, Suzanna Ellard
25 Jun 2025
4 min read
db bond
Investment strategy

DB chart update: Government bonds in focus

What do rising long-dated bond yields mean for pension schemes?
Robert Pace
By  Robert Pace
16 Jun 2025
4 min read
surplus extraction
Investment strategy

Surplus extraction is here: What should DB schemes do now?

The government is making it easier for well-funded DB schemes to release surplus, when ‘safe to do so’, and trustees will need to set out...
Mathew Webb
By  Mathew Webb
12 Jun 2025
6 min read
extreme valuations
Investment strategy

Equity valuations uncovered (part 5): Beyond extremes

Do valuations only matter in extremes? And can the precise form of the valuation metric lead to different conclusions?
John SouthallAsset Allocation team
By  John Southall, Asset Allocation team
04 Jun 2025
4 min read
Dials valuations
Investment strategy

Equity valuations uncovered (part 4): How much of an edge do valuation tilts offer?

We explore the extent to which forming more accurate return expectations translates into efficient trading strategies. Whilst tilting using valuations alone may modestly boost risk-adjusted...
John SouthallAsset Allocation team
By  John Southall, Asset Allocation team
21 May 2025
4 min read

Recommended content for you

Learn more about our business

We are one of the world's largest asset managers, with capabilities across asset classes to meet our clients' objectives and a longstanding commitment to responsible investing.

Image of London skyscrapers

Sign up for blog email alerts

Receive the latest articles in a weekly digest by registering via the email preference centre