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
Chart of the month: EU-turn
One of our potential surprises for 2025 was a resurgence in non-US equities. In this vein, it’s certainly been a bumper start to the year... 
The great unravelling?
The initial bout of optimism around President Trump’s agenda for the US economy appears to be fading as uncertainty rises. Is this just a temporary... 
Spreading risk: A matter of philosophy
Could 2025’s run of outperformance for European equities be the start of a new trend? 
Tariffs and trade – the world won’t wait
Current anxiety surrounding global trade is understandable. However, the medium-term picture could be brighter. While President Trump may put up tariffs, we believe the rest... 
Chart of the month: Which countries could be most vulnerable to tariffs?
President Trump’s return to office has seen renewed threats of tariffs on numerous trading partners. Yet how much different countries are affected could vary depending... 
Should investors hedge currency risk?
In a new whitepaper, John Southall investigates the question of how the strategic currency hedge ratio should depend on the time horizon. 
L&G explains: Demystifying the gilt market
The UK gilt market is huge, and the cornerstone of the UK financial system. But what form does that borrowing take, and why is it... 
President Trump’s first couple of weeks: market implications
It has been a head-spinning few days for anyone following the policy announcements of the new US administration, with threats of tariffs for Canada, Mexico... 
President Trump’s first couple of weeks: economic implications
The White House’s policy agenda has been in overdrive since inauguration. Consensus expects the agenda to support US growth. We see significant downside risks to... 
Podcast: Should investors hedge forex risk?
Ahead of the release of an in-depth research paper, John Southall, Head of Strategic Research in our Asset Allocation team, delves into FX hedge ratios. Recommended content for you
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