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 thematics
Between trust and scepticism: the AI chronicles
Whether you think the AI boom has only just begun or it’s a bubble that could burst at any moment, there are investment solutions that... 
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... 
Podcast: Artificial reality vs. the real world – the economics of AI
How is the mass adoption of AI changing the labour market? Could this technology shift the balance of geopolitical power? And can investors access this... 
Are growth strategies anti-value?
The answer is nuanced – but designing growth strategies in a way that is agnostic to value could allow investors to capture the market returns... 
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. 
Spotlight on the world’s strongest brands: Deutsche Telekom
In this blog series, we focus on three leading global companies. This time we examine German telecoms giant Deutsche Telekom*. 
Spotlight on the world’s strongest brands: TSMC
We focus on three leading global companies, showing how a strong brand can contribute to financial performance across a range of sectors. 
Podcast: How to tackle equity market concentration risk
With market volatility front of mind in 2025, we explore equity market concentration risk and what can be done to mitigate it. 
When the lights went out: Spain’s blackout and the future of energy resilience
The power cut highlighted that renewables may leave energy networks vulnerable to grid disruption, and the critical role of battery storage and smart grids in... 
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