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.

Demographics

Pod Strategy
Investment strategy

Podcast: A long-term view on EMD

How has the emerging market debt universe changed in recent decades? What are the portfolio use cases for these assets? And what is the role...
Asset Allocation teamLGIM team
By  Asset Allocation team, LGIM team
21 Feb 2025
1 min read
deglobalisation globe
ESG and long-term themes

Deglobalisation: Private markets in a more diverging world

While deglobalisation has the potential to create headwinds for economic growth, we believe it also could create potential opportunities in certain sectors of the private...
Lushan Sun
By  Lushan Sun
08 Oct 2024
1 min read
RAfour trends1
ESG and long-term themes

Near-term opportunities and long-term trends

After the correction, we assess those areas that we believe might benefit over the coming months – and the megatrends set to define the years...
Robin Martin
By  Robin Martin
29 May 2024
3 min read
Pod ESG
ESG and long-term themes

Podcast: What megatrends will define the future of real assets?

The narratives shaping the portfolios of 2030 and beyond.
LGIM team
By  LGIM team
23 Apr 2024
1 min read
four trends
ESG and long-term themes

Private markets: The four key megatrends

The plates under the global economy are shifting.
Robin Martin
By  Robin Martin
26 Mar 2024
6 min read
divorce pension
ESG and long-term themes

Is divorce particularly dangerous for female financial futures?

Disentangling finances when a marriage ends can be painful for all concerned. But just as we’ve seen with gender gaps in pay and pensions, there...
Rita Butler-Jones
By  Rita Butler-Jones
07 Feb 2024
4 min read
deflation cactus
Markets and economics

Thinking the unthinkable

Should we be happy with inflation falling towards central bank targets, or does it just reignite deflation fears?
Willem Klijnstra
By  Willem Klijnstra
06 Feb 2024
2 min read
Future lights
Markets and economics

Friendshoring: the new not normal

A fragmenting supply network will bring costs and benefits for rich and poor countries alike.
Matthew Rodger
By  Matthew Rodger
25 Jan 2024
3 min read
Gender pay gap
ESG and long-term themes

Podcast: Sometimes it’s hard to be a woman – tackling the gender pension gap

Is the gender pension gap just the inevitable consequence of the biological reality of pregnancy for women, or are there steps we could be all...
Stuart MurphyAlexandra Miles
By  Stuart Murphy, Alexandra Miles
21 Sept 2022
3 min read
Water pipe
ESG and long-term themes

How technology could plug the gaps in our water systems

With pressure on clean water resources mounting, technology will have an increasingly important role to play in preventing leaks and incentivising consumers to use water...
Aude Martin
By  Aude Martin
20 Jul 2022
3 min read

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