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
Words of wisdom: Do famous investment sayings hold water?
Our Well-known Investment Saying Evaluation (WISE) index provides an assessment of some well-worn financial aphorisms. 
Podcast: Interest rate expectations, US data revision and AI earnings – Market Talk
Our regular markets discussion offers an overview of the biggest topics for investors today. Podcast: Where next for AI stocks? Market Talk
Our regular markets discussion covers the outlook for a well-known AI stock that recently hit the $4 trillion mark. Podcast: a profound shift for markets
This special episode of the CIO call marks the publication of our midyear global outlook. 
Midyear global outlook: Gravity defied – for now
Even though many markets have recovered poise since the recent volatility spike, they remain vulnerable to further shocks and crucial long-term questions for investors persist. 
Active Fixed Income Outlook: Politics vs. economics
Could markets soon be wrestling with the consequences of fiscal dominance on the streets and debt mountains on the spreadsheets? 
Margin call: will ‘middlemen’ markups amplify tariff inflation?
Does the behaviour of branded baked-bean prices during the energy crisis point to upside risks to tariff inflation from ‘middlemen’ markups? 
Podcast: What’s driving the recovery? Market Talk
Ben Bennett plots the path of interest rates in the US and UK, examines the factors driving the equity market rebound, and explains why possible... 
Webinar: What US tariffs mean for portfolios
Our CIO and a panel of experts recently recorded a webinar focusing on the practical implications of US tariffs for investors, giving you the information... 
What should investors make of US tariffs?
President Trump has announced far higher tariffs across all trading partners than markets expected. What’s next for the US economy and markets? 
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