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 equity
Understanding the factor exposures of thematic indices
Ahead of a major research paper to be released later this year, we analyse the factor exposures of thematic indices – and what this means... 
How AI could change the economics of cyber security
In the second part of a new series on Anthropic*’s Claude Mythos, we consider which parts of the cyber security value chain may be most... 
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. 
Domestic demand, demographics and datacentres: a bright outlook for EM equity
Emerging markets (EMs) stand to benefit from stronger growth dynamics than developed market (DM) peers, and a variety of index approaches provide easy access to... 
Q2 2026 ETF outlook: diversify and thrive
Our Q2 ETF outlook examines three different approaches to diversification. 
Podcast: Three paths to diversification
In this special edition of L&G Talks Asset Management, we examine three different approaches to diversification. Podcast: Dividend strategy – avoiding traps and tapping income potential
How important are dividends as a component of overall equity returns? Which countries offer the best prospects? And how can investors seek to avoid dividend... 
From capex boom to transmission risk – AI and portfolio resilience
With AI linkages to equity and credit markets deepening, how can portfolios respond to concentration, valuation and operational risks? 
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