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
We need to talk about the twin deficits
Tariff revenues are flowing to the US Treasury, but are they improving the overall fiscal situation? And who is paying for them? 
Words of wisdom: Do famous investment sayings hold water?
Our Well-known Investment Saying Evaluation (WISE) index provides an assessment of some well-worn financial aphorisms. 
Podcast: Interest rate expectations, US data revision and AI earnings – Market Talk
Our regular markets discussion offers an overview of the biggest topics for investors today. 
On a string: navigating the yo-yo of EU–US trade policy
After months of speculation, the EU–US trade agreement has finally been reached. However, questions remain about its longer-term consequences for the global economy. 
Intergalactic stars: Navigating beyond beta
Imagine an asset with a positive expected return and low correlation to your portfolio – enhancing efficiency by diversifying risk and reducing reliance on traditional... 
Degrees of doubt
AI, anecdotes and the graduate labour market: why the threat may be more gradual than feared. 
Riding out regime change in fixed income
We assess how public and private credit investors can navigate macro volatility, while questioning the enduring strength of US Treasuries... 
Podcast: In conversation with… Eric Adler, CEO, Asset Management
Eric Adler gets behind the microphone to share his thoughts. 
Webinar: Surplus extraction
DB schemes: Surplus extraction is here - time to invest like an insurer? 
How pension proposals could power sterling assets
We assess the extent to which UK government plans might boost investment into private market assets and bolster economic activity. 
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