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.
Asia
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. 
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. 
Despite the de-dollarisation debate, demand for dollar liquidity in Asia is booming
There has been much focus in recent years on the topic of de-dollarisation. Geopolitics, changes in global trading relationships, volatility, reserve diversification, and alternative payment... 
Domestic demand, demographics and datacentres: a bright outlook for EM equity
Emerging markets (EMs) stand to benefit from stronger growth dynamics than developed market (DM) peers, and a variety of index approaches provide easy access to... 
Engines of intelligence: Algorithmic arsenals
Fractious geopolitics makes it worth thinking about AI’s effects on global power relations. 
Podcast: Greenland, Japanese bonds and a volatility playbook – Market Talk
Our regular update on the biggest themes shaping global markets. 
Research and active engagement: Spotlight on Sukuk
How the transformation of the sukuk market could affect issuers, investors and the broader Islamic finance ecosystem. 
From Japanification to anti-involution: what’s different this time?
Although there are parallels with Japan in the 1990s, fiscal flexibility, new growth engines, and a strategic shift towards a high-quality growth model mean China... 
Can China’s engineering state break US AI dominance?
For now, the US has a significant advantage in cutting-edge AI chips, but China promises more surprises to come. Recommended content for you
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