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
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... 
Podcast: Unpacking our US investment outlook
In today’s fast-moving investment landscape, we believe staying ahead means looking beyond the headlines – understanding how powerful structural shifts like AI disruption can reshape... 
The rising tide of buybacks in UK equity markets
More companies are conducting buybacks, with increased scale and frequency. What was once an occasional capital management lever is fast becoming a structural and fundamental... 
Why is this oil shock different?
How the oil price surge amid the Middle East conflict is reshaping global markets and political landscapes 
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