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.
Europe
Why compliance carbon markets matter: Engaging through the EU ETS review
The European Union Emissions Trading System (EU ETS) is shaping company strategy, capital allocation and the economics of decarbonisation across Europe. As policymakers debate its... 
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. 
Podcast: Are French bond spreads a warning sign for Europe?
Concerns over the country's fiscal outlook, rising debt burden and increasingly fragmented political landscape have prompted markets to demand a higher premium for holding French... 
France’s fiscal problem: chronic or acute? The debate driving European rates
As France's fiscal challenges deepen, investors face a crucial question: is this a lingering vulnerability or the start of a broader Eurozone stress event? 
Podcast: What’s behind the global bond selloff? Market Talk
Ben Bennett, Head of Investment Strategy Asia, shares his thoughts on how higher long-end yields shaping cross-asset performance. 
Euro credit: steady as fiscal support strengthens
Europe benefits from a stronger fiscal impulse and tentative signs of political cohesion, but caution prevails. 
Prepare, don’t predict: Greenland and US strategic ambitions – a case study in preparation
To illustrate our ‘prepare, don’t predict’ approach, we’ll examine a live geopolitical issue: Greenland and the renewed strategic interest it’s drawing from the US. Its... 
European credit: political shocks, rate cuts, and a flight to quality
How we’re walking the tightrope by balancing caution and opportunity. Government debt and the uncertainty premium – Market Talk
Our regular markets discussion offers an overview of the biggest topics for investors today. 
On a string: navigating the yo-yo of EU–US trade policy
After months of speculation, the EU–US trade agreement has finally been reached. However, questions remain about its longer-term consequences for the global economy. 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.
