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
From AI transmission risk to real-world stress: six months on
Six months ago, I mapped how stress could travel from an AI capex boom into equity, credit and rates markets if optimism faded. Was I... 
Why Aesop’s fable ‘The Hare and The Tortoise’ still matters for investors approaching withdrawal
Gradually reducing risk is often seen as the safest approach for investors nearing withdrawals. But our modelling suggests a steady allocation may offer a more... 
Emerging market debt: resilience in a fragmenting world
Recent market behaviour suggests emerging market debt (EMD) has entered a new phase – one defined not by fragility, but by structural resilience. 
Podcast: Platform investing – beyond core real estate
On the latest episode of L&G Talks Asset Management, we dive into the world of platform investing. 
The AI effect: why active management matters more, not less
AI is not simply a story of sector winners and losers, strengthening the case for bottom-up stock selection in our view. 
Should portfolios chase correlation spikes?
Correlations rise in stressed markets. But should a portfolio-tilting model chase those moves? We explain why doing so may add more sensitivity than insight. 
Liquidity management: the power of process
From macro themes to credit research and scenario stress testing, there’s more to your cash investments than meets the eye. It’s time to look under... 
Podcast: Private markets – myth vs reality
Private markets come with a powerful narrative: patient capital, complexity premia, and access to parts of the economy public markets can’t reach. But with every... 
Q3 2026 ETF outlook: resilience in a changing world
Profound changes are reshaping our world. From AI and geopolitical splintering to the growing economic sway of emerging nations, old certainties are fading fast. 
Robotics, AI and the next productivity frontier
After spending time with renowned roboticist and Professor of Computer Science Dr Henrik Christensen at a recent client event in London, Matthew Kemp explores the... 
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