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 0
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...
Mathew Webb
By  Mathew Webb
20 Mar 2025
4 min read
murky waters
Investment strategy

Equity valuations uncovered (part 1): Fathoming murky waters

I introduce a series of blogs exploring the role of valuations in forecasting equity returns.
John SouthallAsset Allocation team
By  John Southall, Asset Allocation team
19 Mar 2025
2 min read
Bonnet ETF
Investment strategy

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.
Carolina Carloni
By  Carolina Carloni
17 Mar 2025
5 min read
L&G talks
Investment strategy

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...
L&G’s Asset Management division
By  L&G’s Asset Management division
07 Mar 2025
1 min read
Fibre lights
Investment strategy

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...
LGIM team
By  LGIM team
04 Mar 2025
2 min read
spreading risk
Investment strategy

Spreading risk: A matter of philosophy

Could 2025’s run of outperformance for European equities be the start of a new trend?
Emiel van den Heiligenberg
By  Emiel van den Heiligenberg
25 Feb 2025
2 min read
illiquid innovation
Investment strategy

Illiquidity innovation

What solutions are available to schemes for their illiquid asset exposure as they approach a buy-in or buyout transaction?
Aniket DasMathew Webb
By  Aniket Das, Mathew Webb
24 Feb 2025
4 min read
L&G talks
Investment strategy

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...
Asset Allocation teamL&G’s Asset Management division
By  Asset Allocation team, L&G’s Asset Management division
21 Feb 2025
1 min read
lotto effect
Investment strategy

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...
Jayesh Patel
By  Jayesh Patel
19 Feb 2025
3 min read
like insurer
Investment strategy

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...
Ian Blake
By  Ian Blake
17 Feb 2025
4 min read

Recommended content for you

Learn more about our business

We are one of the world's largest asset managers, with capabilities across asset classes to meet our clients' objectives and a longstanding commitment to responsible investing.

Image of London skyscrapers

Sign up for blog email alerts

Receive the latest articles in a weekly digest by registering via the email preference centre