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
Geopolitics, AI and electrification: three forces driving clean energy growth
Renewables should be set to benefit from a range of tailwinds, from today’s focus on energy sovereignty to a long-term shift towards electrification. 
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. 
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. 
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. 
What are market neutral funds, and how can investors use them?
Having introduced alternatives and their liquid counterparts, we now turn to market neutral funds, explaining how these strategies work and what they can potentially add... 
The role of dividends in a diversified strategy
By targeting dividend income, we believe investors can increase their allocation to sectors overlooked by market-cap indices. 
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. 
Why concentration risk matters now – and how equal weight could provide a solution
History has shown that concentration risk can lead to painful drawdowns. A different approach to index weighting could help. 
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*. Recommended content for you
Learn more about our business
We are one of the world's largest asset managers, with capabilities across asset classes to meet our clients' objectives and a longstanding commitment to responsible investing.
