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.
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Navigating the UK REIT market: The impact of interest rates and valuations
With central banks beginning to cut rates and inflation moderating, the REIT market appears to be at an inflection point. Now seems an opportune moment... 
Podcast: A long-term view on EMD
How has the emerging market debt universe changed in recent decades? What are the portfolio use cases for these assets? And what is the role... 
Podcast: The view from the top – a long-term look at private markets
This week on LGIM Talks, the cameras are rolling as we sit down for a special video edition of the podcast. 
Shopping for yield? Have you considered Asia Pacific ex Japan equity income?
We believe Asia could be the perfect hunting ground for investors in search of yield beyond traditional markets. 
Chart of the month: The siren song of UK cash rates
Domestic cash rates have risen sharply, so should investors shelter from the volatility of other investments? 
Podcast: What does the term ‘cashflow-driven investing’ actually mean?
Although many schemes have seen their funding positions improve steadily in recent years and endgame is on the horizon, all defined benefit (DB) schemes still... 
Higher… and for how much longer?
While a recession has been delayed this year, that's not to say it won't happen in 2024. 
Have DC members had Kenough of volatility and uncertainty going into retirement?
Retirees are weighing up what really matters in life and seeking some peace of mind, the latest research on LGIM DC members' retirement behaviour suggests. 
Podcast: what are quality equities, and how can investors gain exposure?
ETF Analyst Elisa Piscopiello explains how quality is defined in systematic investment strategies, and how portfolios can be constructed to capture quality companies. 
Can an equity income strategy still pay dividends?
Global dividend levels have returned to pre-pandemic levels, but this upward trajectory will be challenged by 2023's tougher economic environment. 
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