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
Is AI the answer?
While scepticism runs high, there’s potential for AI to have far bigger impact on the economy and markets than historical parallels suggest. 
Emerging markets: Upside risk after a resilient 2025
We identify reasons for cautious optimism and discuss how we think innovative exposure can be achieved. 
Fiscal fault lines: how debt sustainability fears may shape 2026
After years of fiscal largesse, the ‘debasement trade’ has gained significant momentum, just as AI fuels an extraordinary wave of capital investment. 
Podcast: Our 2026 investment outlook – the CIO call
This special episode marks the publication of our 2026 global outlook, which offers insights across public and private markets after another remarkable year for investors. 
The US swing factor
The world’s largest economy will likely determine which of a wide range of scenarios for global growth plays out in 2026. 
2026 global outlook: Risk and reward amid an AI revolution
We devote much of our outlook to tackling key questions for investors raised by this period of extraordinary technological change. 
Private equity and private credit: A recovery and a party?
In private equity, we’ve observed a lack of valuation correction and concentrated growth. Meanwhile, private credit is defined by softening yield and tight spreads, meaning... 
Real estate in 2026: Will the holding pattern continue?
Global real estate remains in somewhat of a ‘holding pattern’. Medium-term expectations look reasonable on the back of historic repricing. However, investment volumes and fund... 
Infrastructure: A look back at a look ahead
Infrastructure saw record fundraising in 2025 driven by megafunds. Transaction volumes, particularly asset creation, continue to be driven by digital and power demands, but face... Recommended content for you
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