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

index cyber
ESG and long-term themes

A decade of transformation: the evolution of cyber security

Over the past 10 years, the cyber landscape has undergone a profound transformation. We reflect on this evolution, highlighting the key shifts, threats and breakthroughs...
L&G’s Asset Management business
By  L&G’s Asset Management business
21 Jan 2026
5 min read
capex boom
Markets and economics

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?
Mo Mahmoud
By  Mo Mahmoud
07 Jan 2026
5 min read
ai trust
Investment strategy

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...
Aude Martin
By  Aude Martin
02 Dec 2025
3 min read
divi past
Investment strategy

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...
Elisa Piscopiello
By  Elisa Piscopiello
20 Nov 2025
3 min read
L&G Talks
Markets and economics

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...
L&G’s Asset Management businessAsset Allocation team
By  L&G’s Asset Management business & Asset Allocation team
16 Oct 2025
1 min read
Growth Value
Investment strategy

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...
Ayah Habboub
By  Ayah Habboub
12 Aug 2025
5 min read
coca cola
Investment strategy

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*.
Elisa Piscopiello
By  Elisa Piscopiello
28 Jul 2025
4 min read
Decarb index
ESG and long-term themes

Does decarbonisation alter investment objectives?

In a follow-up to our 2022 research, we explore whether conventional investment objectives are compatible with decarbonisation.
Silvio Corgiat MecioJason Lee
By  Silvio Corgiat Mecio & Jason Lee
23 Jul 2025
6 min read
DT cap
Investment strategy

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*.
Elisa Piscopiello
By  Elisa Piscopiello
21 Jul 2025
4 min read
TSMC 0
Investment strategy

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.
Elisa Piscopiello
By  Elisa Piscopiello
15 Jul 2025
4 min read

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