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

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
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
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
tight rope
Fixed income

European credit: political shocks, rate cuts, and a flight to quality

How we’re walking the tightrope by balancing caution and opportunity.
Marc RoversMagdi Yasin
By  Marc Rovers & Magdi Yasin
27 Oct 2025
4 min read
ghy strength
Fixed income

Global high yield: Quiet strength beyond the headlines

Global high yield remains resilient; benefiting from strong corporate fundamentals and liquidity, with robust technicals
John RyanSophia Hunt
By  John Ryan & Sophia Hunt
23 Oct 2025
3 min read
Horizon AFI
Fixed income

Unconstrained strategies: what’s on the horizon?

Why it’s important to be flexible in unpredictable times.
Matthew ReesAmélie ChownaEnda Mulry
By  Matthew Rees, Amélie Chowna & Enda Mulry
21 Oct 2025
4 min read
AFIoutlookQ42025.jpg
Fixed income

AFI Outlook Q4: Timing the cycle

Investors now face two very powerful competing forces: exponential AI-related capex and a slowing US economy.
Colin Reedie
By  Colin Reedie
14 Oct 2025
3 min read

Recommended content for you

Learn more about our business

We are one of the world's largest asset managers, with capabilities across asset classes to meet our clients' objectives and a longstanding commitment to responsible investing.

Image of London skyscrapers

Sign up for blog email alerts

Receive the latest articles in a weekly digest by registering via the email preference centre