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
Is tokenmaxxing the strongest signal yet for AI demand?
For July’s chart of the month, we explore the rise of tokenomics. We look at the incredible growth in direct artificial intelligence (AI) revenues in... 
GDP hallucination
AI could have a profound impact on GDP and productivity. But will it show up in traditional macro indicators? 
Making room for the AI boom
Amid huge hyperscaler spending, tighter monetary policy could create space for AI-led growth. 
Midyear global outlook: AI vs geopolitics
This outlook focuses on two forces shaping the investment landscape: the dramatic acceleration of AI and an ever-more contested geopolitical order. 
Podcast: Our midyear investment outlook – the CIO call
This special episode marks the publication of our midyear global outlook, which takes stock of the extraordinary first half of 2026 for investors – and... 
Seven factors that shape investment risk in drawdown
For many DC retirees, and likely more in the future, decumulation of their savings converts a pot into a pension. A key challenge is deciding... 
Podcast: In the room – how investment decisions are made
What really drives an investment decision and what happens before a trade ever reaches your portfolio? 
Global economic imbalances and AI: few signs of concern
The key talking points around artificial intelligence (AI) have been on company earnings, the impact on inflation and medium-term labour market effects. Less discussed are... 
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