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
UK Single Family Rental: balancing fundamentals and market timing
In this blog, we explore the Single Family sector’s underlying fundamentals and investment characteristics, as well as how current market timing is potentially impacting the... 
What hyperscaler equity raises mean for bondholders
In our view, hyperscaler equity issuance signals that AI-related capex may be larger than expected. 
Stablecoins: disruptive potential vs. reality
What are stablecoins? How they could disrupt banks and payment networks, and what’s holding back mainstream adoption? 
AI goes global
AI’s global expansion is reshaping markets, politics and the balance of economic power 
Clean power: A market in transition
Clean power infrastructure has moved beyond simply “build more renewables”. The sector is now driven by a more complex interaction where dispersion is rising by... 
Podcast: Are treasuries untethering from the oil price? Market Talk
Ben Bennett, Head of Investment Strategy, Asia, shares his thoughts on the big ideas shaping markets today. 
How AI investment is transforming credit supply
Why the corporate bond market is being reshaped more rapidly than many investors appreciate 
Is tokenmaxxing the strongest signal yet for AI demand?
For July’s chart of the month, we explore the rise of tokenomics. We look at the incredible growth in direct artificial intelligence (AI) revenues in... 
Private credit: Pockets of resilience
Why investment-grade private credit and asset-backed finance stand out in today’s tougher landscape. 
How AI and conflict are reshaping markets
While war in the Middle East will continue to grip investor attention, we think the tech revolution will prove a more powerful and longer-lasting force. 
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