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.

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Parliament Westminster
Markets and economics

UK politics in focus: implications for investors

Following the recent local election results, Prime Minister Keir Starmer is struggling to maintain his grip on the Labour Party leadership. Should investors be worried...
Tom FarringtonTim DraysonRobert Pace
By  Tom Farrington, Tim Drayson & Robert Pace
13 May 2026
3 min read
B&M Geopolitics
Investment strategy

Steering buy & maintain credit through geopolitical uncertainty

Geopolitical tension is once again shaping market sentiment, prompting many clients to ask how buy and maintain (B&M) investment grade credit portfolios are positioned.
Ozkan KoyunAnne-Marie Morris (née Cunnold)
By  Ozkan Koyun & Anne-Marie Morris (née Cunnold)
13 May 2026
4 min read
Matrix AA
Investment strategy

Into the MATRIX: positioning CAMERA for success

We introduce our quantitative dynamic tilting framework that uses valuation and risk signals to tilt portfolios.
John SouthallDash Tan
By  John Southall & Dash Tan
06 May 2026
4 min read
Annuity DC
Investment strategy

Deferred annuities in DC decumulation: understanding the trade-offs

Pension schemes are weighing whether deferred annuities can deliver the simplicity and longevity protection retirees need or whether the trade-offs in flexibility, pricing and investment...
John SouthallAsset Allocation team
By  John Southall & Asset Allocation team
23 Apr 2026
8 min read
Private door
Fixed income

Private credit goes public: What are BDCs telling us about market conditions?

In this blog, we dive into some of the headlines around BDCs and look at what the broader message for debt markets might be.
John Daly
By  John Daly
16 Apr 2026
4 min read
LGPS equity
Investment strategy

Managing growth through volatility

Gauging the role of defensive synthetic equity for LGPS funds
Anne-Marie Morris (née Cunnold)James Wood
By  Anne-Marie Morris (née Cunnold) & James Wood
14 Apr 2026
2 min read
db equity
Investment strategy

Defensive growth when the ground is shifting?

Considering the role of defensive synthetic equity for DB schemes
Anne-Marie Morris (née Cunnold)
By  Anne-Marie Morris (née Cunnold)
01 Apr 2026
3 min read
century bond
Fixed income

What should investors make of century bonds?

Assessing ultra long maturity in a year of expected continued hyperscaler issuance.
Anne-Marie Morris (née Cunnold)Nambassa Nakatudde
By  Anne-Marie Morris (née Cunnold) & Nambassa Nakatudde
18 Mar 2026
3 min read
CDC 1
Investment strategy

CDC: Beyond the headlines

A focus on intergenerational risk transfer
John SouthallAsset Allocation team
By  John Southall & Asset Allocation team
05 Mar 2026
1 min read
CLO 0
Fixed income

AI disruption and the software selloff: what it means for US CLOs

Assessing the impact of the recent selloff in software stocks.
Eric FinkJohn Daly
By  Eric Fink & John Daly
25 Feb 2026
4 min read

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