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
Podcast: Why doesn’t it feel like a bull market? Market Talk
Our regular markets discussion offers an overview of the biggest topics for investors today. 
Words of wisdom? “Don’t put all your eggs in one basket”
Our Well-known Investment Saying Evaluation (WISE) index provides an assessment of some well-worn financial aphorisms. 
The power to adapt when uncertainty reigns
We believe flexibility is key to capturing potential opportunities and mitigating risks across the diverse fixed income spectrum. 
From agri to tech: the impact of US tariffs on sectors
Our rundown of how US trade tariffs might affect different sectors. 
The economic case for University-linked investments
L&G’s Private Markets research team recently published a major report into university investment earlier this year called “UK Universities: A Nexus for Private Market Investment”.... 
The myth of Chinese consumption stimulus
Investors who are holding their breath for consumer stimulus may be missing the bigger picture – and potential investment opportunities. 
AI adoption and jobs – positive for productivity?
While younger workers are finding careers in jobs where AI augments their skills, they are struggling to find jobs in sectors exposed to automation. 
Government debt and the uncertainty premium – Market Talk
Our regular markets discussion offers an overview of the biggest topics for investors today. 
Set up for euphoria?
The buzz around AI exhibits classic potential for overexuberance and “this time is different” thinking, which are often observed in bubbles. In our view, this... 
Solutions chart update: 30-year yields approach 30-year highs
Gilt yields are back in the headlines. They have risen steadily over the summer, especially at the long end, with 30-year yields reaching their highest... 
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