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
GSE reform: Three guiding principles
Surprise IPO plans for Fannie Mae and Freddie Mac could reshape U.S. housing finance. Amid the uncertainty, three guiding principles emerge – government guarantees, market... 
Words of wisdom? “Cash is king”
Our Well-known Investment Saying Evaluation (WISE) index provides an assessment of some well-worn financial aphorisms. 
Restructuring trends: Why maturity is the new security
Investors must scrutinise bond covenants and security packages closely to truly understand their place in the creditor hierarchy 
We need to talk about the twin deficits
Tariff revenues are flowing to the US Treasury, but are they improving the overall fiscal situation? And who is paying for them? 
Timing the cycle: why it remains important
Investors now face two very powerful competing forces: exponential AI-related capex and a slowing US economy. 
Podcast: Interest rate expectations, US data revision and AI earnings – Market Talk
Our regular markets discussion offers an overview of the biggest topics for investors today. 
Solutions chart update: A balanced diet of OATs, AAPL and bundwurst?
In a special edition chart update focused on European bond markets, we bring new meaning to the concept of gastronomy economy… 
The secret diary of an economist aged 49¾
After a week that was about as exciting as it gets for an economist working for a large asset manager, I thought I’d share a... 
What does Shariah Standard 62 mean for the sukuk market?
Assessing reform, risk, and realignment in Shariah-compliant finance 
On a string: navigating the yo-yo of EU–US trade policy
After months of speculation, the EU–US trade agreement has finally been reached. However, questions remain about its longer-term consequences for the global economy. 
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