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
EMs and Hormuz: who is most affected?
The energy shock accompanying the Hormuz closure places many emerging markets (EMS) in the lurch. 
Digital infrastructure: AI keeps the pressure on
2026’s opening months reinforced the reality that AI and digital infrastructure are co-evolving. 
Six reasons to believe in Sub-Saharan Africa
From declining debt to prudent policy, we lay out some compelling arguments supporting the investment case for African sovereigns. 
Podcast: Middle East update – market impacts and outlook
This episode is the edited audio of a webinar we held with clients on 20 March to discuss the market reaction to the ongoing conflict... 
Beyond the barrel
If the conflict in the Middle East persists, inflationary pressures could increase. However, in contrast to 2022, we think a sustained inflation surge appears less... 
What should investors make of century bonds?
Assessing ultra long maturity in a year of expected continued hyperscaler issuance. 
Podcast: Middle East conflict – implications for investors
This episode is the edited audio of a webinar we held with clients on 5 March to discuss the implications for investors of the recent... 
Iran conflict: implications for investors
We assess how the latest escalation in the Middle East may affect the macro and market outlook – and stress the importance of a long-term... 
Podcast: US tariffs, AI meltdown and JGBs – Market Talk
Our regular update on the biggest themes shaping global markets, covering the AI-led selloff in software stocks, US tariffs and Japanese government bonds. 
AI disruption and the software selloff: what it means for US CLOs
Assessing the impact of the recent selloff in software stocks. 
Recommended content for you
Learn more about our business
We are one of the world's largest asset managers, with capabilities across asset classes to meet our clients' objectives and a longstanding commitment to responsible investing.
