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.
Emerging Markets
Podcast: What AI and bond markets are telling investors – Market Talk
Ben Bennett, Chief Investment Strategist for Asia, discusses the outlook for AI, inflation and bond markets. 
Supporting the energy transition through responsible nickel supply
Nickel is central to the energy transition, but ensuring supply remains resilient and is produced responsibly presents important challenges for companies and investors. 
EMD: Navigating geopolitics, rates volatility and valuations in a changing global regime
In this blog, we look at the forces shaping EMD over the remainder of the year and how we’re navigating them in our portfolios 
African sovereign Eurobonds: accessing the premium, managing the complexity
It’s a market that’s growing fast, with a potentially attractive yield premium. Accessing the exposure via an ETF could provide a practical way of managing... 
AI in EMD: Productivity to power and politics
AI capabilities are playing an even greater role in global economic competitiveness and geopolitical influence 
Emerging market debt: resilience in a fragmenting world
Recent market behaviour suggests emerging market debt (EMD) has entered a new phase – one defined not by fragility, but by structural resilience. 
Q3 2026 ETF outlook: resilience in a changing world
Profound changes are reshaping our world. From AI and geopolitical splintering to the growing economic sway of emerging nations, old certainties are fading fast. 
Domestic demand, demographics and datacentres: a bright outlook for EM equity
Emerging markets (EMs) stand to benefit from stronger growth dynamics than developed market (DM) peers, and a variety of index approaches provide easy access to... 
Middle East conflict: the view from our EMD desk
We discuss the backdrop for emerging markets before the start of the conflict, and what changed. 
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