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
Podcast: Do charities suffer from money illusion?
Money illusion is one of the most common behavioural biases and with nearly £30 billion held in cash, are UK charities assuming that the most... 
UK politics in focus: implications for investors
Following the recent local election results, Prime Minister Keir Starmer is struggling to maintain his grip on the Labour Party leadership. Should investors be worried... 
Chart of the month: A multi-trillion-dollar question
The last month for semiconductor stocks has been extraordinary. In May’s chart of the month, our Co-Head of Asset Allocation and Head of Macro unpicks... 
Into the MATRIX: positioning CAMERA for success
We introduce our quantitative dynamic tilting framework that uses valuation and risk signals to tilt portfolios. 
A benign year runs into an energy reality check
Higher energy prices have unsettled what looked like a calm year for growth and inflation and this is proving difficult for central banks to ignore. 
Deferred annuities in DC decumulation: understanding the trade-offs
Pension schemes are weighing whether deferred annuities can deliver the simplicity and longevity protection retirees need or whether the trade-offs in flexibility, pricing and investment... 
Q2 2026 Asset Allocation outlook: Adapting to uncertainty
The conflict in the Middle East has raised profound and unsettling questions about geopolitical and commodity market stability. 
The role of dividends in a diversified strategy
By targeting dividend income, we believe investors can increase their allocation to sectors overlooked by market-cap indices. 
Engines of intelligence: Scaling the frontier
AI models continue to improve, leading to disagreements about their effects on the labour market 
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