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

TSMC 0
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.
Elisa Piscopiello
By  Elisa Piscopiello
15 Jul 2025
4 min read
899 USA
Investment strategy

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...
Patrick GreeneMo Mahmoud
By  Patrick Greene, Mo Mahmoud
14 Jul 2025
4 min read
Eric podcast
Investment strategy

Podcast: In conversation with… Eric Adler, CEO, Asset Management

Eric Adler gets behind the microphone to share his thoughts.
L&G’s Asset Management business
By  L&G’s Asset Management business
11 Jul 2025
1 min read
surplus webinar
Investment strategy

Webinar: Surplus extraction

DB schemes: Surplus extraction is here - time to invest like an insurer?
L&G’s Asset Management businessAsset Allocation team
By  L&G’s Asset Management business, Asset Allocation team
10 Jul 2025
1 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
AFI-cover Q3 2025
Investment strategy

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?
Colin Reedie
By  Colin Reedie
27 Jun 2025
3 min read
Modern-office-buildings green
Investment strategy

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...
Mo Mahmoud
By  Mo Mahmoud
25 Jun 2025
3 min read
L&G Talks
Investment strategy

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.
L&G’s Asset Management business
By  L&G’s Asset Management business
19 Jun 2025
1 min read

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