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.
Bull Market
Set up for euphoria?
The buzz around AI exhibits classic potential for overexuberance and “this time is different” thinking, which are often observed in bubbles. In our view, this... 
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. 
Could a deal between Presidents Trump and Xi spark a Chinese bull run?
Gauging the winds of change in US-China relations and the impact on Chinese equity markets. 
Meme stocks are back – what does it mean for markets?
As GameStop* and AMC* return to the headlines, we highlight why we think the 'meme stock’' phenomenon shows a febrile attitude among investors that could... 
Are we on the cusp of another Roaring Twenties?
Even though we're only a few weeks into the new year, investors have already seen some significant moves in markets. In a special CIO call,... 
GameStop: easy peasy, short squeezy
GameStop: easy peasy, short squeezy. What should investors make of the GameStop saga? 
Bubbles are rare, especially just out of a recession
Bubbles are rare, especially just out of a recession 
No Law of Gravity
Investors face two conflicting biases, one side to buy into recent information and the latest story and two expect mean reversion following strong returns. Recommended content for you
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