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.
Inflation
Podcast: Do charities suffer from money illusion?
Money illusion is one of the most common behavioural biases and with nearly £30 billion held in cash, are UK charities assuming that the most... 
A benign year runs into an energy reality check
Higher energy prices have unsettled what looked like a calm year for growth and inflation and this is proving difficult for central banks to ignore. 
Why is this oil shock different?
How the oil price surge amid the Middle East conflict is reshaping global markets and political landscapes 
Podcast: The case for dynamic duration management in credit portfolios
Is duration a friend or foe to fixed income investors? 
Podcast: Middle East update – market impacts and outlook
This episode is the edited audio of a webinar we held with clients on 20 March to discuss the market reaction to the ongoing conflict... Podcast: Middle East conflict – implications for investors
This episode is the edited audio of a webinar we held with clients on 5 March to discuss the implications for investors of the recent... Podcast: US tariffs, AI meltdown and JGBs – Market Talk
Our regular update on the biggest themes shaping global markets, covering the AI-led selloff in software stocks, US tariffs and Japanese government bonds. Podcast: Greenland, Japanese bonds and a volatility playbook – Market Talk
Our regular update on the biggest themes shaping global markets. 
Podcast: Seeking differentiated alpha in 2026 and beyond
The pros and cons of targeting dislocation in difficult fixed income markets. Podcast: Our 2026 investment outlook – the CIO call
This special episode marks the publication of our 2026 global outlook, which offers insights across public and private markets after another remarkable year for investors. Recommended content for you
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