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
Euro credit: Steadying the course?
Where we situate European fiscal shifts and policy easing amid global turmoil. 
Investing in innovation: The UK’s VC sector in 2025
In this blog, Chris Hopkins, Head of Venture Capital, takes a high-level look at the current state of the VC space, with a particular focus... 
Global high yield: Pivoting to Europe
Despite US-induced volatility, the international picture for high yield appears rosy. 
Riding out regime change in fixed income
We assess how public and private credit investors can navigate macro volatility, while questioning the enduring strength of US Treasuries... 
When vacancies vanish: UK and French unemployment at a turning point?
If economic growth remains weak, we expect unemployment in these countries to rise more than in their peers. 
Emerging market debt: All eyes on the US
Emerging markets have proved resilient in a turbulent first half of the year – but risks remain, not least from an unpredictable US. 
An end to US exceptionalism?
The rebalancing to come, messy though it may be, could ultimately lead to a healthier equilibrium of capital allocation. 
Podcast: a profound shift for markets
This special episode of the CIO call marks the publication of our midyear global outlook. 
Midyear global outlook: Gravity defied – for now
Even though many markets have recovered poise since the recent volatility spike, they remain vulnerable to further shocks and crucial long-term questions for investors persist. 
Stuck for something to read? Four summer book recommendations
From memories of the trading floor to the secrets of a healthy diet, Matthew Kemp shares his summer reading picks. 
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