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: Middle East conflict – implications for investors
This episode is the edited audio of a webinar we held with clients on 5 March to discuss the implications for investors of the recent... 
Iran conflict: implications for investors
We assess how the latest escalation in the Middle East may affect the macro and market outlook – and stress the importance of a long-term... 
Podcast: US tariffs, AI meltdown and JGBs – Market Talk
Our regular update on the biggest themes shaping global markets, covering the AI-led selloff in software stocks, US tariffs and Japanese government bonds. 
AI disruption and the software selloff: what it means for US CLOs
Assessing the impact of the recent selloff in software stocks. 
Latin love — Why we like South American bonds
Latin America’s early moving central banks are tightening once more as inflation pressures rekindle. Yet with real rates still priced at extreme levels and the... 
High yield: Navigating the AI issuance wave
How issuer innovation in high yield is seeking to mitigate risks in the AI build out. 
Carving a path in private markets
With 2026 well underway, we look at the key themes we see shaping private markets in the months ahead. 
Securitised credit financing data centres: Opportunity or hidden risks?
As US securitised markets increasingly finance data centres, concerns about hidden risks are growing. How worried should investors be? 
Chart of the month: Earnings or hype?
This month, we assess what’s driving the performance of large-cap US tech companies. 
Emerging market debt: strength and selectivity amid global shifts
Emerging market fundamentals remain robust, but broader global macroeconomic developments are leading us to a more selective approach to positioning portfolios. 
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