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
Navigating the AI financing cycle: When does capex become self-funding?
As hyperscalers invest heavily in infrastructure, debt markets are helping bridge the gap between today's spending and tomorrow's cash flows. 
A tale of two markets
What should investors make of an environment in which long-term government bond yields are at their highest in a generation, yet stocks keep climbing? 
France’s fiscal problem: chronic or acute? The debate driving European rates
As France's fiscal challenges deepen, investors face a crucial question: is this a lingering vulnerability or the start of a broader Eurozone stress event? 
Short-term alternative finance in a more volatile rate environment: Benefitting from complexity
Against a somewhat turbulent macro picture, this blog lays out how short-term alternative finance, a collection of private short-dated asset-backed finance (ABF) such as capital... 
“Build it and they will come”: The private credit field of dreams
In this blog, we look at how private markets don’t just provide capital to various sectors but also hold the potential to create financing systems. 
Solutions chart update: What’s behind the UK’s rising yields?
30-year gilt yields reach 6%. Is there an action for DB schemes? 
Re-focusing on data centres with Kao Data
In the second instalment of our blog series on data centres, Spencer Lamb, CEO of Kao Data, and Matteo Colombo, Managing Director of Digital Infrastructure... 
Why this Fed hiking cycle may not matter
Our take: It may restore Fed credibility, but it is unlikely to materially change the inflation or economic backdrop, creating potential opportunities for investors. 
Podcast: AI’s victors, vulnerabilities and value
The AI investment story is evolving beyond today's market leaders. This podcast takes a wide-ranging view of the ramifications of the technology for investors. 
How is UK real estate positioned given continued volatility?
Our recent research on the UK real estate sector set out our views for the asset class. Here, we offer more context on how to... 
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