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
Podcast: Investing in the UK – Real estate and beyond
This week on the podcast, we’re looking at the UK, exploring what might be in store for investors in real estate and certain related asset... 
Sub-investment grade private debt investment opportunities for life insurers under Solvency UK reform
Solvency UK reforms are allowing life insurers to assess investments in additional asset classes. One area that may be of particular interest is sub-investment grade... 
Spreading risk: A matter of philosophy
Could 2025’s run of outperformance for European equities be the start of a new trend? 
Illiquidity innovation
What solutions are available to schemes for their illiquid asset exposure as they approach a buy-in or buyout transaction? 
Podcast: A long-term view on EMD
How has the emerging market debt universe changed in recent decades? What are the portfolio use cases for these assets? And what is the role... 
Spending retirement savings – buy now, pay later?
Based on current spending rates, many retirees could be set to empty their DC retirement savings account by their late 70s – leaving nine years... 
Investing like an insurer? This seems familiar!
Changes in insurer allocations over 2024 may mean that asset strategies are now closer to a typical ‘low-risk’ pension scheme strategy. This has been driven... 
Should investors hedge currency risk?
In a new whitepaper, John Southall investigates the question of how the strategic currency hedge ratio should depend on the time horizon. 
Unlocking surplus in the endgame
What key trade-offs do schemes need to weigh up as they choose to run on and target benefit uplifts for members? 
Podcast: Should investors hedge forex risk?
Ahead of the release of an in-depth research paper, John Southall, Head of Strategic Research in our Asset Allocation team, delves into FX hedge ratios. Recommended content for you
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