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
Digital infrastructure: The chips are up
As AI continues to hike demand for digital infrastructure, new chip efficiencies may have significant implications for revenues and investors. 
Podcast: Are French bond spreads a warning sign for Europe?
Concerns over the country's fiscal outlook, rising debt burden and increasingly fragmented political landscape have prompted markets to demand a higher premium for holding French... 
Trump's tariffs: Mind the trade gap
Tariffs have transformed the geography of US trade, but the headline improvement in the deficit is less impressive than it appears. 
Growth signals beneath the surface
While oil prices and government bond yields have dominated market attention, resilient economic growth, China’s policy response and the AI investment boom may offer more... 
Q4 2026 Asset Allocation outlook: Navigating crosscurrents
Markets are being pulled between two powerful forces: the promise of an AI-driven productivity surge and the reality of an energy supply shock. We examine... 
Navigating the AI financing cycle: When does capex become self-funding?
As hyperscalers invest heavily in infrastructure, debt markets are helping bridge the gap between today's spending and tomorrow's cash flows. 
A tale of two markets
What should investors make of an environment in which long-term government bond yields are at their highest in a generation, yet stocks keep climbing? 
France’s fiscal problem: chronic or acute? The debate driving European rates
As France's fiscal challenges deepen, investors face a crucial question: is this a lingering vulnerability or the start of a broader Eurozone stress event? 
Short-term alternative finance in a more volatile rate environment: Benefitting from complexity
Against a somewhat turbulent macro picture, this blog lays out how short-term alternative finance, a collection of private short-dated asset-backed finance (ABF) such as capital... 
“Build it and they will come”: The private credit field of dreams
In this blog, we look at how private markets don’t just provide capital to various sectors but also hold the potential to create financing systems. 
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