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
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 
Podcast: The case for dynamic duration management in credit portfolios
Is duration a friend or foe to fixed income investors? 
Powering the digital world: what we learned from Data Centre World 2026
As AI scales, so does the need for resilient, power efficient data centres. Data Centre World reinforced that a clear opportunity sits with the enablers... 
Middle East conflict: the view from our EMD desk
We discuss the backdrop for emerging markets before the start of the conflict, and what changed. 
Assessing the appeal of agency MBS floating-rate bonds
We believe agency mortgage-backed security (MBS) floating-rate bonds can offer attractive value, flexibility and price stability – though they come with increased structural complexity. 
AI disruption and the software selloff: what it means for US CLOs
Assessing the impact of the recent selloff in software stocks. 
High yield: Navigating the AI issuance wave
How issuer innovation in high yield is seeking to mitigate risks in the AI build out. Recommended content for you
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