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
Q2 2026 ETF/index outlook: diversify and thrive
Our Q2 ETF/index outlook examines three different approaches to diversification. 
Liquid alternatives: expanding the toolkit for investors
The techniques used by liquid alternatives can be complex, but the end objective is simple: to allow investors to access uncorrelated sources of return, contributing... 
Podcast: Three paths to diversification
In this special edition of L&G Talks Asset Management, we examine three different approaches to diversification. 
Is water one of the most critical investment themes of the decade?
Water is evolving into a theme that spans defensive stability, structural growth and innovation. 
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? 
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*. Recommended content for you
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