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.
Markets and economics
Podcast: Greenland, Japanese bonds and a volatility playbook – Market Talk
Our regular update on the biggest themes shaping global markets. 
Unconstrained strategies: keeping an eye on AI
How can unconstrained bond investors navigate AI-related issuance? 
Crowding out?
With massive issuance from governments and companies – most notably hyperscalers, is there a crowding out theme emerging in bond markets? 
Chart of the month: Venezuelan oil in focus
Over the past decade, oil production from the world’s largest known reserves has declined. Could that be about to change? 
From capex boom to transmission risk – AI and portfolio resilience
With AI linkages to equity and credit markets deepening, how can portfolios respond to concentration, valuation and operational risks? 
Venezuela: What do recent events mean for markets?
Amid the recent US intervention, we assess the potential impact on markets and discuss what we are doing in portfolios. 
Countdown to 2026
As the year draws to a close, it’s that time when investors start trying to forecast what’s next… 
AI, gold and no shortage of surprises: reflecting on 2025
I reflect on the biggest themes in a year that confounded expectations and delivered opportunities and challenges in abundance. 
Is AI the answer?
While scepticism runs high, there’s potential for AI to have far bigger impact on the economy and markets than historical parallels suggest. 
Emerging markets: Upside risk after a resilient 2025
We identify reasons for cautious optimism and discuss how we think innovative exposure can be achieved. 
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