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
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? 
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... 
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. 
DB chart update: Government bonds in focus
What do rising long-dated bond yields mean for pension schemes? 
Podcast: Unpacking unconstrained strategies
What does it mean when we say an active fixed income strategy is “unconstrained”? What difference does it make when a fund is not tied... 
Surplus extraction is here: What should DB schemes do now?
The government is making it easier for well-funded DB schemes to release surplus, when ‘safe to do so’, and trustees will need to set out... 
Podcast: As above, so below – The case for crossover private credit
This week, we tackle part of the private credit universe that doesn’t often get much airtime. That’s ‘crossover credit’ – or in other words, the... 
Equity valuations uncovered (part 5): Beyond extremes
Do valuations only matter in extremes? And can the precise form of the valuation metric lead to different conclusions? 
Why diversification is key to a resilient portfolio
In the first of a series on overcoming equity market concentration risk, we consider alternatives to a traditional portfolio, and provide a practical guide to... 
Podcast: What does the term ‘money market fund’ actually mean?
What is a money market fund? Why do investors use them? And how might the path of interest rates, technological change and regulation affect the... Recommended content for you
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