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
Chart of the month: EU-turn
One of our potential surprises for 2025 was a resurgence in non-US equities. In this vein, it’s certainly been a bumper start to the year... 
The great unravelling?
The initial bout of optimism around President Trump’s agenda for the US economy appears to be fading as uncertainty rises. Is this just a temporary... 
UK Office Real Estate: Faith, hope and clarity
Digesting some of the chatter over the past few years about the state of the UK office sector, we look at where they may be... 
Podcast: Germany’s debt brake, Chinese tech and political polarisation – Market Talk
Ben Bennett, Head of Investment Strategy for Asia, shares his take on the big topics in markets today. 
Navigating the UK REIT market: The impact of interest rates and valuations
With central banks beginning to cut rates and inflation moderating, the REIT market appears to be at an inflection point. Now seems an opportune moment... 
DB chart update: S&P500 in 2025. Treble 20?
With US equities delivering returns of over 20% in each of 2023 and 2024, how could DB schemes still seeking growth position portfolios this year? 
Tariffs and trade – the world won’t wait
Current anxiety surrounding global trade is understandable. However, the medium-term picture could be brighter. While President Trump may put up tariffs, we believe the rest... 
Podcast: US tariffs, BoE cut and European equity rally – Market Talk
Ben Bennett, Head of Investment Strategy for Asia, shares his take on the big topics in markets today. 
Chart of the month: Which countries could be most vulnerable to tariffs?
President Trump’s return to office has seen renewed threats of tariffs on numerous trading partners. Yet how much different countries are affected could vary depending... 
What does bond yield volatility mean for private credit?
The start of 2025 saw investors having to grapple with significant market volatility. For private credit, we see no reason to panic at this stage... 
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