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.
Equities
DB chart update: S&P500 in 2025. Treble 20?
With US equities delivering returns of over 20% in each of 2023 and 2024, how could DB schemes still seeking growth position portfolios this year? 
Definitely maybe: Should investors be cautious about history repeating itself?
A look back on the last 30 years of US equity returns. 
The equity market is concentrated – but does it matter?
In the second of a series on market concentration, we examine whether concentration poses a threat to investors. 
An ‘immaculate broadening out’? We don’t think so
Hopes are building around US small caps, but we believe valuations could make the vulnerable if the economy slows. 
Chart of the month: August angst in the Japanese equity market
What's happened historically following large one-day falls in a country’s stock market? 
Higher US interest rates: who are the corporate winners and losers?
The impact of higher interest rates varies tremendously by company. Those that hold large amounts of cash typically have little debt and vice versa. This... 
The UK stock market: coming in from the cold?
There is a fair amount of publicity around efforts, including those from L&G CEO Sir Nigel Wilson, to persuade UK pension funds and other institutional... 
Earnings season was OK. This time…
Company sales grew yet earnings shrank year-on-year, but both beat low expectations. How long can the apparent resilience last? 
Checking the temperature of the Chinese consumer
What implications could the latest wave of lockdowns have on consumer demand, company earnings and portfolio positioning? Recommended content for you
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