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
What’s next for Private Markets?
In this blog series we summarise the key developments in private markets over 2025 and our expectation for 2026. 
Am I on your Christmas card list?
Consumer preferences on sending cards are shifting – we discuss the effect this is having on card retailers. 
Podcast: UK Budget – implications for investors
Listen to our in-house investment professionals share their thoughts on the Budget. 
Engines of intelligence: Building silicon cathedrals
Physical infrastructure is driving the AI buildout. That is having macro implications, for better and worse. 
Is Santa Claus for real?
With equity market valuations appearing stretched, we ask whether market gifts of Christmases past could still be in the post this year. 
Words of wisdom? “Picking up pennies in front of a steamroller”
Our Well-known Investment Saying Evaluation (WISE) index provides an assessment of some well-worn financial aphorisms. 
UK Industrial: Positioning for the next phase of growth
Read our latest report on the evolving Industrial Real Estate landscape 
Solutions chart update: ForGilt me not
Gilts have been a recent standout performer in fixed income. Since peaking around the start of September, 30-year gilt yields extended their run lower through... 
Words of wisdom? “Sell in May and go away”
Our Well-known Investment Saying Evaluation (WISE) index provides an assessment of some well-worn financial aphorisms. Recommended content for you
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