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
Digital infrastructure: Rising demand, rising complexity
Risks within the digital infrastructure sector are materialising and evolving. Navigating the environment increasingly requires conviction and specialist expertise. 
Euro credit: AI’s next frontier
As hyperscaler debt moves into euros, what are the potential opportunities and risks for euro credit investors? 
AI in EMD: Productivity to power and politics
AI capabilities are playing an even greater role in global economic competitiveness and geopolitical influence 
UK Single Family Rental: balancing fundamentals and market timing
In this blog, we explore the Single Family sector’s underlying fundamentals and investment characteristics, as well as how current market timing is potentially impacting the... 
What hyperscaler equity raises mean for bondholders
In our view, hyperscaler equity issuance signals that AI-related capex may be larger than expected. 
Stablecoins: disruptive potential vs. reality
What are stablecoins? How they could disrupt banks and payment networks, and what’s holding back mainstream adoption? 
AI goes global
AI’s global expansion is reshaping markets, politics and the balance of economic power 
Clean power: A market in transition
Clean power infrastructure has moved beyond simply “build more renewables”. The sector is now driven by a more complex interaction where dispersion is rising by... 
Podcast: Are treasuries untethering from the oil price? Market Talk
Ben Bennett, Head of Investment Strategy, Asia, shares his thoughts on the big ideas shaping markets today. 
How AI investment is transforming credit supply
Why the corporate bond market is being reshaped more rapidly than many investors appreciate Recommended content for you
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