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 strategies
From agri to tech: the impact of US tariffs on sectors
Our rundown of how US trade tariffs might affect different sectors. 
The myth of Chinese consumption stimulus
Investors who are holding their breath for consumer stimulus may be missing the bigger picture – and potential investment opportunities. 
GSE reform: Three guiding principles
Surprise IPO plans for Fannie Mae and Freddie Mac could reshape U.S. housing finance. Amid the uncertainty, three guiding principles emerge – government guarantees, market... 
Restructuring trends: Why maturity is the new security
Investors must scrutinise bond covenants and security packages closely to truly understand their place in the creditor hierarchy 
Words of wisdom: Do famous investment sayings hold water?
Our Well-known Investment Saying Evaluation (WISE) index provides an assessment of some well-worn financial aphorisms. 
Timing the cycle: why it remains important
Investors now face two very powerful competing forces: exponential AI-related capex and a slowing US economy. 
Euro credit unlocked: the asset class that’s impossible to ignore
For investors looking to diversify beyond the US, we believe euro investment grade credit could offer a compelling combination of scale, quality and value. 
Amid global uncertainty, what role can EMD play in insurance portfolios?
What potential benefits could it offer insurers – and what considerations do they need to take into account? 
Research and Active Engagement: Whither the consumer?
How international patterns of consumer demand could determine performance for the rest of the year. 
Euro credit: Steadying the course?
Where we situate European fiscal shifts and policy easing amid global turmoil. 
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