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
Investing in energy resilience
Spanning sectors including utilities, clean power and digital infrastructure, we think this theme is supported by several long-term structural tailwinds. 
Q3 2026 ETF outlook: resilience in a changing world
Profound changes are reshaping our world. From AI and geopolitical splintering to the growing economic sway of emerging nations, old certainties are fading fast. 
Podcast: How robotics and AI are transforming the world
Are we on the cusp of a new era of robotics? How is AI enabling machines to perform more complex tasks than ever before? And... 
SpaceX IPO launches: Implications for index exposures
Index vendors have been reviewing and updating their inclusion rules to adapt to a changing IPO landscape, though differences remain, with implications for investors. 
Podcast: Systematic solutions – meet the team behind the strategies
What is meant by the term ‘systematic solutions’? Why are they increasingly important for investors? And how is AI changing the way they are constructed? 
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. 
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