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
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). 
The ‘what’ of climate action investing
Focusing on high not low-carbon stocks via active ownership and investment.
Climate change: Inaction is not an option
Climate change: Inaction is not an option. Seeking to deliver an active approach to engagement and investing. 
UK equity manager performance through ‘micro factor’ eyes
Investing into active UK equity managers has sometimes been considered synonymous with investing into UK small caps, and it is clear why that is the... 
Is London losing its lustre as a listing location?
UK assets have increasingly fallen out of favour with global investors and corporates alike. However, there are measures underway to change this, and attractive valuations... 
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