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.
Asset allocation
Venezuela: What do recent events mean for markets?
Amid the recent US intervention, we assess the potential impact on markets and discuss what we are doing in portfolios. 
Countdown to 2026
As the year draws to a close, it’s that time when investors start trying to forecast what’s next… 
Emerging markets: Upside risk after a resilient 2025
We identify reasons for cautious optimism and discuss how we think innovative exposure can be achieved. 
Podcast: Our 2026 investment outlook – the CIO call
This special episode marks the publication of our 2026 global outlook, which offers insights across public and private markets after another remarkable year for investors. 
Building resilient portfolios in an uncertain world
Why we seek to shun reckless prudence in favour of clearly reasoned strategic allocations. 
The US swing factor
The world’s largest economy will likely determine which of a wide range of scenarios for global growth plays out in 2026. 
Engines of intelligence: Building silicon cathedrals
Physical infrastructure is driving the AI buildout. That is having macro implications, for better and worse. Recommended content for you
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