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
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 investment is transforming credit supply
Why the corporate bond market is being reshaped more rapidly than many investors appreciate 
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. 
Buy & Maintain for DC: Redefining the role of credit in retirement outcomes
As policy and innovation increasingly focus on decumulation, is it time to rethink the role of credit in DC – from a supporting diversifier to... 
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... 
Midyear global outlook: AI vs geopolitics
This outlook focuses on two forces shaping the investment landscape: the dramatic acceleration of AI and an ever-more contested geopolitical order. 
Podcast: Our midyear investment outlook – the CIO call
This special episode marks the publication of our midyear global outlook, which takes stock of the extraordinary first half of 2026 for investors – and... 
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... 
The truth about today's rising yields
Numerous factors are driving the recent rise in yields, but one truth about the increase is worth highlighting. 
UK politics in focus: implications for investors
Following the recent local election results, Prime Minister Keir Starmer is struggling to maintain his grip on the Labour Party leadership. Should investors be worried... 
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