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.

ETF equity

MYO ETF Q3 2026 resilience
Investment strategy

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.
Elena Cardella
By  Elena Cardella
30 Jun 2026
2 min read
L&G Talks
Markets and economics

Podcast: How robotics and AI are transforming the world

Are we on the cusp of a new era of robotics? How is AI enabling machines to perform more complex tasks than ever before? And...
L&G’s Asset Management business
By  L&G’s Asset Management business
25 Jun 2026
1 min read
SpaceX office
Investment strategy

SpaceX IPO launches: Implications for index exposures

Index vendors have been reviewing and updating their inclusion rules to adapt to a changing IPO landscape, though differences remain, with implications for investors.
David Barron
By  David Barron
11 Jun 2026
4 min read
sytematic solutions podcast
Investment strategy

Podcast: Systematic solutions – meet the team behind the strategies

What is meant by the term ‘systematic solutions’? Why are they increasingly important for investors? And how is AI changing the way they are constructed?
L&G’s Asset Management business
By  L&G’s Asset Management business
21 May 2026
1 min read
ETF Themes
Investment strategy

Understanding the factor exposures of thematic indices

Ahead of a major research paper to be released later this year, we analyse the factor exposures of thematic indices – and what this means...
Shichen ZhaoKaran Bhanot
By  Shichen Zhao & Karan Bhanot
14 May 2026
2 min read
Claude 2
Responsible investing and long-term themes

How AI could change the economics of cyber security

In the second part of a new series on Anthropic*’s Claude Mythos, we consider which parts of the cyber security value chain may be most...
Aude Martin
By  Aude Martin
13 May 2026
3 min read
Equal 33
Investment strategy

How equal weighting can tackle concentration risk

By selecting an equal-weight version of a major equity index, investors can reduce concentration risk and access diversified sectors, in our view.
Aude Martin
By  Aude Martin
28 Apr 2026
3 min read
Bright EM
Markets and economics

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...
Elisa Piscopiello
By  Elisa Piscopiello
08 Apr 2026
4 min read
ETF Q2 2026
Investment strategy

Q2 2026 ETF outlook: diversify and thrive

Our Q2 ETF outlook examines three different approaches to diversification.
L&G’s Asset Management business
By  L&G’s Asset Management business
31 Mar 2026
1 min read
L&G talks
Investment strategy

Podcast: Three paths to diversification

In this special edition of L&G Talks Asset Management, we examine three different approaches to diversification.
L&G’s Asset Management business
By  L&G’s Asset Management business
19 Mar 2026
1 min read

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