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

Surplus in focus: What should DB schemes look out for?
The market backdrop for defined benefit (DB) pension schemes has fundamentally changed. Now the regulatory environment is changing too, with changes proposed to allow (where... 
Equity valuations uncovered (part 1): Fathoming murky waters
I introduce a series of blogs exploring the role of valuations in forecasting equity returns. 
L&G explains: How primary and secondary markets seek to provide ETF liquidity
We lift the bonnet on ETF trading to explain how a dual-market system can ensure price alignment and track underlying assets. 
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... Recommended content for you
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