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.
Active equity
Private equity structural alpha: Myth or measurable?
Does private equity offer anything, on a risk-adjusted basis, above listed equity? 
From Japanification to anti-involution: what’s different this time?
Although there are parallels with Japan in the 1990s, fiscal flexibility, new growth engines, and a strategic shift towards a high-quality growth model mean China... 
Branching out: The interesting case for forests in portfolios
Forests are prized not only for their historical role but also for their ability to help diversify portfolios and potentially support nature and climate if... 
From agri to tech: the impact of US tariffs on sectors
Our rundown of how US trade tariffs might affect different sectors. 
From post-AGM to pre-AGM: Japan’s efforts to reform annual disclosure practices
As Japan’s AGM season wraps up, it’s a timely moment to revisit the expectations we’ve communicated on long-standing issues like AGM clustering, disclosure timelines, and... 
What happens when the market loses its anchor?
How fading US exceptionalism may mean short-term uncertainty but long-term benefits for emerging market equities. 
Could a defensive equity strategy defend DC savers?
By providing access to possible equity market upside, with the potential for reduced volatility and drawdowns, we believe defensive equity may be a suitable component... 
Could a deal between Presidents Trump and Xi spark a Chinese bull run?
Gauging the winds of change in US-China relations and the impact on Chinese equity markets. 
An unlikely AI case study?
Walmart* may not be glamourous, but the American retail giant is showing the way ahead for creating potential value with artificial intelligence (AI). 
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