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
The truth about today's rising yields
Numerous factors are driving the recent rise in yields, but one truth about the increase is worth highlighting. 
Global economic imbalances and AI: few signs of concern
The key talking points around artificial intelligence (AI) have been on company earnings, the impact on inflation and medium-term labour market effects. Less discussed are... 
Podcast: Keeping tabs on digital infrastructure
On this week’s episode of L&G Talks Asset Management, we sit down with Achal Arora, Managing Director of Digital Infrastructure Investments. 
The worst of times; the best of times? Private markets react to an uncertain world
Private markets remain resilient amid global shocks. In this blog, we examine trends, key risks, and sector specific levers shaping these asset classes in 2026... 
Prepayment dynamics in a bifurcated agency MBS market
What do mortgage lock in and the composition of the universe mean for prepayments and convexity? We consider the implications for investors 
UK politics in focus: implications for investors
Following the recent local election results, Prime Minister Keir Starmer is struggling to maintain his grip on the Labour Party leadership. Should investors be worried... 
Podcast: Unpacking our US investment outlook
In today’s fast-moving investment landscape, we believe staying ahead means looking beyond the headlines – understanding how powerful structural shifts like AI disruption can reshape... 
The American consumer’s hidden cracks
Conventional wisdom says the US consumer is fine. A closer look at the data suggests the foundations may be quietly shifting. 
Chart of the month: A multi-trillion-dollar question
The last month for semiconductor stocks has been extraordinary. In May’s chart of the month, our Co-Head of Asset Allocation and Head of Macro unpicks... 
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