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
UK equities: political churn, corporate conviction
Despite political and economic uncertainty in the UK, companies continue to report strong earnings and trade at potentially attractive free cashflow multiples, as evidenced by... 
Scarce no more: RBI swap window revives Indian IG supply
We explore how new measures from India’s central bank are reshaping IG issuance 
Private markets in Q3: Decoding the headlines
In this two-part blog series, we present our latest quarterly private markets update based on the most recent available data. To begin, we discuss the... 
UK Real Estate: Controlling the controllable
With persistent trends defining the UK investment environment, we look at how asset selection may be the key to generating alpha. 
How cheap is the Japanese Yen?
The Japanese yen has attracted considerable attention since falling to a four-decade low in late-July. This prompted the authorities to intervene last Friday, jointly with... 
The next phase of data centre growth - and the role of high yield capital
What does the globalisation of data centres mean for high yield investors? 
Digital infrastructure: Rising demand, rising complexity
Risks within the digital infrastructure sector are materialising and evolving. Navigating the environment increasingly requires conviction and specialist expertise. 
Euro credit: AI’s next frontier
As hyperscaler debt moves into euros, what are the potential opportunities and risks for euro credit investors? 
AI in EMD: Productivity to power and politics
AI capabilities are playing an even greater role in global economic competitiveness and geopolitical influence 
UK Single Family Rental: balancing fundamentals and market timing
In this blog, we explore the Single Family sector’s underlying fundamentals and investment characteristics, as well as how current market timing is potentially impacting the... Recommended content for you
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