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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AI is helping, but consumers still drive US growth
The US consumer remains the primary engine of economic growth, but, as income growth slows and household spending becomes increasingly linked to equity markets, the... 
Podcast: DC Close Up – the retirement income lens
In the latest episode of DC Close Up for L&G Talks Asset Management, we turn our attention to retirement income. As a growing number of... 
The case for US multifamily commercial real estate
Investors choosing to diversify their portfolios with US property have a wide array of property types on offer. I this blog, we look at one... 
Designing multi-strategy credit solutions for insurers
In this blog, we look at how multi-asset class private credit strategies can help address insurers’ unique return and regulatory requirements. 
Podcast: Three paths to diversification
In this special edition of L&G Talks Asset Management, we examine three different approaches to diversification. 
Long-term capital meets long-term purpose: The future of UK long-income real estate
As investors seek resilience, performance, and purpose from their allocations, long-income is gaining traction. 
Podcast: Our global approach to active fixed income
In today’s interconnected markets, we believe taking a global approach to managing fixed income assets is essential, as economic or political developments in one region... 
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. Recommended content for you
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