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
GDP hallucination
AI could have a profound impact on GDP and productivity. But will it show up in traditional macro indicators? 
Podcast: How robotics and AI are transforming the world
Are we on the cusp of a new era of robotics? How is AI enabling machines to perform more complex tasks than ever before? And... 
Making room for the AI boom
Amid huge hyperscaler spending, tighter monetary policy could create space for AI-led growth. 
Keir Starmer resigns: implications for investors
Following the resignation of the UK Prime Minister, we examine the immediate market reaction, longer-term economic implications, and how our global rates and unconstrained bond... 
Podcast: Our midyear investment outlook – the CIO call
This special episode marks the publication of our midyear global outlook, which takes stock of the extraordinary first half of 2026 for investors – and... 
London calling: Why London’s industrial real estate market remains a capital choice
While returns since 2022 have been a little underwhelming, we believe there’s now a compelling case for London’s industrial real estate assets. 
Earnings: micro strength amid macro noise
Macro headwinds are real but are not overwhelming company fundamentals. In this environment, selectivity is increasingly important. 
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... 
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