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.
Americas
Quarterly engagement report: Q3 2026
Our Q3 2026 engagement report provides updates on engagement and voting across environmental, social and governance topics. 
Podcast: What AI and bond markets are telling investors – Market Talk
Ben Bennett, Chief Investment Strategist for Asia, discusses the outlook for AI, inflation and bond markets. 
AI is helping, but consumers still drive US growth
The US consumer remains the primary engine of economic growth, but, as income growth slows and household spending becomes increasingly linked to equity markets, the... 
Trump's tariffs: Mind the trade gap
Tariffs have transformed the geography of US trade, but the headline improvement in the deficit is less impressive than it appears. 
Why this Fed hiking cycle may not matter
Our take: It may restore Fed credibility, but it is unlikely to materially change the inflation or economic backdrop, creating potential opportunities for investors. 
Prepare, don’t predict: Greenland and US strategic ambitions – a case study in preparation
To illustrate our ‘prepare, don’t predict’ approach, we’ll examine a live geopolitical issue: Greenland and the renewed strategic interest it’s drawing from the US. Its... 
The return of Realpolitik – and what it means for investors
In 1990, Francis Fukuyama declared the “End of History” in his eponymous book, foretelling the end of ideological strive and the spread of democracy throughout... 
Friendshoring: the new not normal
A fragmenting supply network will bring costs and benefits for rich and poor countries alike. 
Growing pains, roaring 20s, or stagflation? Revisiting our scenarios
Growing pains, roaring 20s, or stagflation? Revisiting our scenarios 
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