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 strategy

Spotlight on the world’s strongest brands: TSMC
We focus on three leading global companies, showing how a strong brand can contribute to financial performance across a range of sectors. 
What can investors learn from the Section 899 drama?
In the third instalment of our series on overcoming equity market concentration risk, we consider how investors can respond to shifting policy risk in US... 
Podcast: In conversation with… Eric Adler, CEO, Asset Management
Eric Adler gets behind the microphone to share his thoughts. 
Webinar: Surplus extraction
DB schemes: Surplus extraction is here - time to invest like an insurer? 
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. 
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. 
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... 
Active Fixed Income Outlook: Politics vs. economics
Could markets soon be wrestling with the consequences of fiscal dominance on the streets and debt mountains on the spreadsheets? 
The role of real estate and infrastructure in portfolio diversification
In the second instalment of our series on overcoming equity market concentration risk, we examine how real estate and infrastructure assets can contribute to a... 
Podcast: How to tackle equity market concentration risk
With market volatility front of mind in 2025, we explore equity market concentration risk and what can be done to mitigate it. 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.
