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.
Election
Podcast: US exceptionalism, political risk and non-consensus views
Listen to our expects discuss key themes from our 2025 global outlook, from how politics might sway markets next year to concentration risk within equities. 
The economic consequences of populist politics
Populist leaders can deliver short-term economic benefits via fiscal largesse, but research finds economic growth suffers in the long term. 
The world holds its breath
Global central banks have begun cutting rates – but the chief market determinant is sure to be (another) generationally consequential US election. 
Why the election won’t decide the fate of clean energy investment
Clean energy policies or monetary easing could provide near-term tailwinds, but we believe the underlying economics will remain the real driver of progress. 
Podcast: Master trust matters with Robert Waugh, Chair of Trustees of the Legal & General Mastertrust
The independent chair of the Legal & General Mastertrust’s board of trustees and our Head of Mastertrust & IGC review the past year and consider... 
Deglobalisation is just getting started
The US has pivoted towards protectionism and industrial intervention. The presidential election will help determine the speed of deglobalisation. 
UK election: Implications for investors
We weigh what the Labour win means for the macro outlook – and what the vote tells us about longer-term themes. 
UK election special: Our experts discuss investor implications
The accuracy of opinion polls has meant that the initial reaction of sterling assets to a new government has been relatively muted. But irrespective of... 
Are French public finances manageable?
The French election has captured the attention of global financial markets. The drama of an election campaign is always fascinating, especially when the political parties... Recommended content for you
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