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
DB investors in a higher-rate world
Strategies in the UK and US are evolving to capture market opportunities. 
Building resilient long-term equity portfolios
In a new whitepaper, we provide evidence that portfolios constructed to diversify across underlying return drivers have historically delivered improved risk-adjusted returns, lower volatility and... 
Buy & Maintain for DC: Redefining the role of credit in retirement outcomes
As policy and innovation increasingly focus on decumulation, is it time to rethink the role of credit in DC – from a supporting diversifier to... 
India’s withholding tax cut could unlock billions in foreign inflows
We explore the potential impact of India’s tax cuts on investor returns, and how the move reflects a broader structural tailwind for local-currency emerging market... 
Defensive equity: a DC strategy for today and tomorrow?
As defined contribution (DC) pensions mature, there is a growing focus not only on how members build their savings, but on how those savings are... 
Midyear global outlook: AI vs geopolitics
This outlook focuses on two forces shaping the investment landscape: the dramatic acceleration of AI and an ever-more contested geopolitical order. 
LPI inflation: back in focus for DB schemes
In periods like today, forming a view on inflation remains challenging. But should schemes be asking a different question? 
The case for US multifamily commercial real estate
Investors choosing to diversify their portfolios with US property have a wide array of property types on offer. I this blog, we look at one... 
SpaceX IPO launches: Implications for index exposures
Index vendors have been reviewing and updating their inclusion rules to adapt to a changing IPO landscape, though differences remain, with implications for investors. 
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