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

new fed
Markets and economics

Chart of the month: Are US rate cuts necessarily bullish for US equities?

Equity investors are often minded to cheer when the US Federal Reserve begins a cutting cycle. But what do the last 40 years of history...
Robert Griffiths
By  Robert Griffiths
08 Oct 2025
2 min read
Trend following
Markets and economics

Words of wisdom? “The trend is your friend”

Our Well-known Investment Saying Evaluation (WISE) index provides an assessment of some well-worn financial aphorisms.
Asset Allocation team
By  Asset Allocation team
07 Oct 2025
2 min read
market time
Markets and economics

Words of wisdom? “Time in the market beats timing the market”

Our Well-known Investment Saying Evaluation (WISE) index provides an assessment of some well-worn financial aphorisms.
Asset Allocation team
By  Asset Allocation team
02 Oct 2025
2 min read
Count down
Investment strategy

Tackling the retirement countdown conundrum

The retirement conundrum is complex. To support people, guidance journeys are evolving fast, helping retirees to overcome biases and make better decisions in the countdown...
John Roe
By  John Roe
28 Sept 2025
5 min read
China AI
Markets and economics

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.
Matthew Rodger
By  Matthew Rodger
23 Sept 2025
3 min read
cab book
Economics

Black cabs and bookstores: Does youth employment track technological change?

Historical analysis suggests early-career workers may indeed be canary chicks in the coalmine. So their current career challenges could be the first flutters of AI...
James Carrick
By  James Carrick
22 Sept 2025
3 min read
eggs basket
Markets and economics

Words of wisdom? “Don’t put all your eggs in one basket”

Our Well-known Investment Saying Evaluation (WISE) index provides an assessment of some well-worn financial aphorisms.
Asset Allocation team
By  Asset Allocation team
18 Sept 2025
2 min read
Pine plantation
ESG and long-term themes

Branching out: The interesting case for forests in portfolios

Forests are prized not only for their historical role but also for their ability to help diversify portfolios and potentially support nature and climate if...
Alex Turner
By  Alex Turner
18 Sept 2025
3 min read
L&G talks
Investment strategy

Podcast: Do famous investment sayings hold water?

Our Asset Allocation team recently released a whitepaper aiming to answer this question. We caught up with some of the authors to hear the highlights.
L&G’s Asset Management businessAsset Allocation team
By  L&G’s Asset Management business, Asset Allocation team
11 Sept 2025
1 min read
gold miners
Investment strategy

Gold miners glisten – is the shine here to stay?

Following exceptional year-to-date returns, investors assess whether it’s time to lock in gains or stay the course during this golden run.
Elisa Piscopiello
By  Elisa Piscopiello
10 Sept 2025
5 min read

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