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
AI bond anxieties are displacement activity
Investors have focused on the risks of AI-driven borrowing by technology giants. Yet the far bigger challenge for bond markets may be the growing financing... 
Chart of the month: A tale of two energy markets
This month, we assess the diverging paths of oil and natural gas prices. 
Podcast: What’s behind the global bond selloff? Market Talk
Ben Bennett, Head of Investment Strategy Asia, shares his thoughts on how higher long-end yields shaping cross-asset performance. 
Higher long-term Treasury yields in context
Framing the rise in long-term Treasury yields this as a uniquely US fiscal story misses the bigger picture. The forces influencing long-term rates are global,... 
Mind the cap(ex): why sterling credit may be less exposed to the AI debt wave
The race to build AI is reshaping corporate bond markets. Could the sterling market’s relative insulation offer some potential benefits? 
EMD: Navigating geopolitics, rates volatility and valuations in a changing global regime
In this blog, we look at the forces shaping EMD over the remainder of the year and how we’re navigating them in our portfolios 
Is AI taking our jobs yet?
Artificial intelligence (AI) may eventually reshape some jobs, but the latest US industry data show little evidence so far of weaker job growth in sectors... 
UK equities: political churn, corporate conviction
Despite political and economic uncertainty in the UK, companies continue to report strong earnings and trade at potentially attractive free cashflow multiples, as evidenced by... 
Scarce no more: RBI swap window revives Indian IG supply
We explore how new measures from India’s central bank are reshaping IG issuance 
Private markets in Q3: Decoding the headlines
In this two-part blog series, we present our latest quarterly private markets update based on the most recent available data. To begin, we discuss the... 
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