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 thematics
Unlocking cyber security’s strategic potential
Structural drivers are fuelling the sector’s expansion and its growing influence in capital markets, particularly through elevated M&A premiums and potentially attractive valuations. 
A decade of transformation: the evolution of cyber security
Over the past 10 years, the cyber landscape has undergone a profound transformation. We reflect on this evolution, highlighting the key shifts, threats and breakthroughs... 
From capex boom to transmission risk – AI and portfolio resilience
With AI linkages to equity and credit markets deepening, how can portfolios respond to concentration, valuation and operational risks? 
Diversification and the global AI growth story
How a carefully constructed index, equity and or multi-asset strategy could help investors overcome the challenges posed by AI. 
Between trust and scepticism: the AI chronicles
Whether you think the AI boom has only just begun or it’s a bubble that could burst at any moment, there are investment solutions that... 
A bird in the hand: why dividends matter
Dividends can potentially provide a valuable source of stability in periods of volatility, and may also be indicative of superior profitability. But the investment strategy... 
Agentic AI: the next frontier in artificial intelligence for investors?
AI is transforming industries at scale, and agentic AI could accelerate this trend. Learn how to capture the potential opportunity while seeking to manage downside... 
Spotlight on the world’s strongest brands: Coca-Cola
In this blog series, we focus on three leading global companies. This time, we look at Coca-Cola*. 
Spotlight on the world’s strongest brands: Deutsche Telekom
In this blog series, we focus on three leading global companies. This time we examine German telecoms giant Deutsche Telekom*. 
Spotlight on the world’s strongest brands: TSMC
We focus on three leading global companies, showing how a strong brand can contribute to financial performance across a range of sectors. Recommended content for you
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