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

Eric podcast
Investment strategy

Podcast: In conversation with… Eric Adler, CEO, Asset Management

Eric Adler gets behind the microphone to share his thoughts.
L&G’s Asset Management business
By  L&G’s Asset Management business
11 Jul 2025
1 min read
Eyes US
Fixed income

Emerging market debt: All eyes on the US

Emerging markets have proved resilient in a turbulent first half of the year – but risks remain, not least from an unpredictable US.
Raza AghaUday Patnaik
By  Raza Agha, Uday Patnaik
09 Jul 2025
3 min read
L&G Talks
Markets and economics

Podcast: a profound shift for markets

This special episode of the CIO call marks the publication of our midyear global outlook.
L&G’s Asset Management business
By  L&G’s Asset Management business
04 Jul 2025
1 min read
MYO-H2-2025 cover
Markets and economics

Midyear global outlook: Gravity defied – for now

Even though many markets have recovered poise since the recent volatility spike, they remain vulnerable to further shocks and crucial long-term questions for investors persist.
Sonja LaudBill Hughes
By  Sonja Laud, Bill Hughes
03 Jul 2025
3 min read
AFI-cover Q3 2025
Investment strategy

Active Fixed Income Outlook: Politics vs. economics

Could markets soon be wrestling with the consequences of fiscal dominance on the streets and debt mountains on the spreadsheets?
Colin Reedie
By  Colin Reedie
27 Jun 2025
3 min read
L&G Talks
Investment strategy

Podcast: Unpacking unconstrained strategies

What does it mean when we say an active fixed income strategy is “unconstrained”? What difference does it make when a fund is not tied...
L&G’s Asset Management business
By  L&G’s Asset Management business
13 Jun 2025
1 min read
Unconstrained AFI
Investment strategy

In uncertain times, focusing on flexibility is key

How unconstrained strategies can help investors navigate volatile environments
Matthew ReesTom Farrington
By  Matthew Rees, Tom Farrington
20 May 2025
3 min read
Anchor 0
Equities

What happens when the market loses its anchor?

How fading US exceptionalism may mean short-term uncertainty but long-term benefits for emerging market equities.
Ji Shi
By  Ji Shi
06 May 2025
Defend DC
Investment strategy

Could a defensive equity strategy defend DC savers?

By providing access to possible equity market upside, with the potential for reduced volatility and drawdowns, we believe defensive equity may be a suitable component...
Alex Pearce
By  Alex Pearce
28 Apr 2025
3 min read
Asia EMD
Investment strategy

At a time of rapid global change, what does Asian EMD offer investors?

Once considered a niche of a niche, emerging market debt has come to the fore as a way to access the world’s most dynamic region....
Raymond WongViraj Nadgir
By  Raymond Wong, Viraj Nadgir
07 Apr 2025
3 min read

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