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
UK equities: political churn, corporate conviction
Despite political and economic uncertainty in the UK, companies continue to report strong earnings and trade at potentially attractive free cashflow multiples, as evidenced by... 
The time horizon dilemma
The tensions in time horizons between different market participants may mean that energy transition risks and opportunities get overlooked - climate scenarios can help resolve... 
Looking beyond the boardroom: What site visits reveal about UK small caps
UK portfolio manager Camilla Ayling recently clocked 430 miles across three days visiting two UK-listed companies. The trips reinforced how seeing operations and meeting employees... 
The AI effect: why active management matters more, not less
AI is not simply a story of sector winners and losers, strengthening the case for bottom-up stock selection in our view. 
How AI and conflict are reshaping markets
While war in the Middle East will continue to grip investor attention, we think the tech revolution will prove a more powerful and longer-lasting force. 
Defensive equity: a DC strategy for today and tomorrow?
As defined contribution (DC) pensions mature, there is a growing focus not only on how members build their savings, but on how those savings are... 
Measuring what matters
In the energy transition, what’s easiest to measure isn’t always what matters most. While simple metrics offer clarity, relying on a single number to assess... 
Earnings: micro strength amid macro noise
Macro headwinds are real but are not overwhelming company fundamentals. In this environment, selectivity is increasingly important. 
The rising tide of buybacks in UK equity markets
More companies are conducting buybacks, with increased scale and frequency. What was once an occasional capital management lever is fast becoming a structural and fundamental... 
Powering the digital world: what we learned from Data Centre World 2026
As AI scales, so does the need for resilient, power efficient data centres. Data Centre World reinforced that a clear opportunity sits with the enablers... 
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