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
Carving a path in private markets
With 2026 well underway, we look at the key themes we see shaping private markets in the months ahead. 
Securitised credit financing data centres: Opportunity or hidden risks?
As US securitised markets increasingly finance data centres, concerns about hidden risks are growing. How worried should investors be? 
Chart of the month: Earnings or hype?
This month, we assess what’s driving the performance of large-cap US tech companies. 
Emerging market debt: strength and selectivity amid global shifts
Emerging market fundamentals remain robust, but broader global macroeconomic developments are leading us to a more selective approach to positioning portfolios. 
The alchemy of mania
Bubbles are hard to identify in real time, but the parabolic price rise in precious metals is showing all the hallmarks. 
Euro credit: steady as fiscal support strengthens
Europe benefits from a stronger fiscal impulse and tentative signs of political cohesion, but caution prevails. 
Engines of intelligence: Algorithmic arsenals
Fractious geopolitics makes it worth thinking about AI’s effects on global power relations. 
Global high yield: resilient fundamentals and strong demand for yield
Falling interest rate expectations and strong corporate fundamentals continue to underpin the market, even as risks persist. 
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? 
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