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

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
US MBS
Investment strategy

Assessing the appeal of agency MBS floating-rate bonds

We believe agency mortgage-backed security (MBS) floating-rate bonds can offer attractive value, flexibility and price stability – though they come with increased structural complexity.
Priya Joshi
By  Priya Joshi
02 Mar 2026
4 min read
Golden Gate Bridge at sunset
Investment strategy

Webinar: Endgame Insights: Putting theory into practice

We showcase our latest DB pensions research, conducted in collaboration with the Pension Management Institute (PMI). The webinar features the latest combined thinking from our...
L&G’s Asset Management business
By  L&G’s Asset Management business
26 Feb 2026
1 min read
L&G talks
Investment strategy

Podcast: Endgame Insights: Putting theory into practice

In late 2024, we published our inaugural Endgame Insights report for DB schemes. With a new version around the corner, here’s a sneak preview of...
L&G’s Asset Management businessMathew Webb
By  L&G’s Asset Management business & Mathew Webb
24 Feb 2026
1 min read
paint pots
Investment strategy

What’s behind the rise of alternatives?

In the first of a new blog series, we introduce alternatives, explaining the value this diverse collection of asset types can bring to a portfolio....
Tobias Merfeld
By  Tobias Merfeld
19 Feb 2026
4 min read
TPA 1
Investment strategy

Total portfolio approach: a useful concept?

The total portfolio approach (TPA) is reshaping asset allocation conversations, but its promise comes with challenges. We examine how to capture the advantages of holistic...
Martin DietzRebecca BurgessChristopher Teschmacher
By  Martin Dietz, Rebecca Burgess & Christopher Teschmacher
17 Feb 2026
4 min read
rising challenge
Investment strategy

Rising to the challenge

We have now seen the first schemes enter their valuation cycles under the new DB funding code. There is now no option but to have...
Victoria Myers
By  Victoria Myers
16 Feb 2026
4 min read
L&G talks
Investment strategy

Podcast: Can CDC schemes resolve intergenerational unfairness?

Collective Defined Contribution (CDC) schemes are being described as the next evolution in pensions, yet innovation often comes with challenges.
L&G’s Asset Management business
By  L&G’s Asset Management business
12 Feb 2026
1 min read
pass ball
Investment strategy

DB surplus and DC: what’s possible, what’s practical, what’s next?

With approximately three in four defined benefit (DB) schemes in surplus on a low-dependency basis – and more than half of schemes in surplus on...
L&G’s Asset Management business
By  L&G’s Asset Management business
12 Feb 2026
4 min read
Cat window
Investment strategy

Catastrophe bonds: Is the party over?

Insurance-linked bonds, also known as cat bonds, have had three exceptionally good years. But spreads are now tightening fast. We explore what’s driving the shift...
Alex TurnerMartin Dietz
By  Alex Turner & Martin Dietz
10 Feb 2026
4 min read

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