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 fixed income

Venezuela US
Markets and economics

Venezuela: What do recent events mean for markets?

Amid the recent US intervention, we assess the potential impact on markets and discuss what we are doing in portfolios.
Erik LuethChristopher JefferyViraj Nadgir
By  Erik Lueth, Christopher Jeffery & Viraj Nadgir
06 Jan 2026
3 min read
AI Answer
Markets and economics

Is AI the answer?

While scepticism runs high, there’s potential for AI to have far bigger impact on the economy and markets than historical parallels suggest.
Jason ShoupMatthew RodgerDr. James TyrrellEwan Bowerbank
By  Jason Shoup, Matthew Rodger, Dr. James Tyrrell & Ewan Bowerbank
19 Dec 2025
7 min read
L&G talks
Investment strategy

Podcast: In conversation with… Amelie Chowna

In this episode, we catch up with Amelie Chowna, our newly appointed Head of Fixed Income Strategic Initiatives. 
L&G’s Asset Management business
By  L&G’s Asset Management business
18 Dec 2025
1 min read
upside risk
Markets and economics

Emerging markets: Upside risk after a resilient 2025

We identify reasons for cautious optimism and discuss how we think innovative exposure can be achieved.
Raza AghaErik LuethJake Harper
By  Raza Agha, Erik Lueth & Jake Harper
17 Dec 2025
6 min read
debt sustain
Markets and economics

Fiscal fault lines: how debt sustainability fears may shape 2026

After years of fiscal largesse, the ‘debasement trade’ has gained significant momentum, just as AI fuels an extraordinary wave of capital investment.
Matthew ReesDan DreherLushan SunAnthony Woodside
By  Matthew Rees, Dan Dreher, Lushan Sun & Anthony Woodside
17 Dec 2025
5 min read
L&G Talks
Markets and economics

Podcast: Our 2026 investment outlook – the CIO call

This special episode marks the publication of our 2026 global outlook, which offers insights across public and private markets after another remarkable year for investors.
L&G’s Asset Management business
By  L&G’s Asset Management business
11 Dec 2025
1 min read
2026 outlook
Markets and economics

2026 global outlook: Risk and reward amid an AI revolution

We devote much of our outlook to tackling key questions for investors raised by this period of extraordinary technological change.
Sonja LaudBill Hughes
By  Sonja Laud & Bill Hughes
09 Dec 2025
3 min read
AI Boom
ESG and long-term themes

Webinar: Are we in an AI boom or bubble?

A trio of L&G investment experts recently recorded a webinar to discuss the wide-ranging implications of artificial intelligence (AI) for investors.
L&G’s Asset Management business
By  L&G’s Asset Management business
12 Nov 2025
1 min read
sukuk finance
Fixed income

Research and active engagement: Spotlight on Sukuk

How the transformation of the sukuk market could affect issuers, investors and the broader Islamic finance ecosystem.
Court GilbertYew Thong ChoongJason Tan
By  Court Gilbert, Yew Thong Choong & Jason Tan
30 Oct 2025
4 min read
EMD momentum
Fixed income

Emerging market debt: Momentum backed by fundamentals

Macroeconomic dynamics continue to support emerging nations, with US policy uncertainties also boosting EMD.
Raza AghaViraj Nadgir
By  Raza Agha & Viraj Nadgir
29 Oct 2025
3 min read

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