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.
Index
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... 
Podcast: Are growth strategies anti-value?
These two investment styles are often positioned as opposites, but this framing may obscure the complex interplay between them. 
Gold miners glisten – is the shine here to stay?
Following exceptional year-to-date returns, investors assess whether it’s time to lock in gains or stay the course during this golden run. 
Can ESG equity indices be replicated synthetically?
We examine the use of synthetic replication of environmental, social, and governance (ESG) indices for defined benefit (DB) pension schemes, and considerations for investors. 
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: Coca-Cola
In this blog series, we focus on three leading global companies. This time, we look at Coca-Cola*. 
Does decarbonisation alter investment objectives?
In a follow-up to our 2022 research, we explore whether conventional investment objectives are compatible with decarbonisation. 
Rolling the dice on rebalancing: a hidden risk in momentum strategies
The timing of rebalancing can cause meaningful differences in momentum strategy performance. We model the effects of this phenomenon and suggest practical solutions for investors... 
Podcast: In conversation with… Eric Adler, CEO, Asset Management
Eric Adler gets behind the microphone to share his thoughts. 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.
