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
Private credit goes public: What are BDCs telling us about market conditions?
In this blog, we dive into some of the headlines around BDCs and look at what the broader message for debt markets might be. 
Why is this oil shock different?
How the oil price surge amid the Middle East conflict is reshaping global markets and political landscapes 
Energy shocks and geopolitical volatility: What the Middle East conflict has meant for private markets
In this blog we assess the impact the conflict in the Middle East has had on private markets and the outlook for these assets. 
Engines of intelligence: Scaling the frontier
AI models continue to improve, leading to disagreements about their effects on the labour market 
Chart of the month: Oil prices – putting things in perspective
Investor attention remains firmly on the Strait of Hormuz and the timing of its reopening to Gulf energy exports. In April’s chart of the month,... 
Domestic demand, demographics and datacentres: a bright outlook for EM equity
Emerging markets (EMs) stand to benefit from stronger growth dynamics than developed market (DM) peers, and a variety of index approaches provide easy access to... 
Middle East conflict: the view from our EMD desk
We discuss the backdrop for emerging markets before the start of the conflict, and what changed. 
EMs and Hormuz: who is most affected?
The energy shock accompanying the Hormuz closure places many emerging markets (EMS) in the lurch. 
Digital infrastructure: AI keeps the pressure on
2026’s opening months reinforced the reality that AI and digital infrastructure are co-evolving. 
Six reasons to believe in Sub-Saharan Africa
From declining debt to prudent policy, we lay out some compelling arguments supporting the investment case for African sovereigns. Recommended content for you
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