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.

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Eric podcast
Investment strategy

Podcast: In conversation with… Eric Adler, CEO, Asset Management

Eric Adler gets behind the microphone to share his thoughts.
L&G’s Asset Management business
By  L&G’s Asset Management business
11 Jul 2025
1 min read
MYO-H2-2025 cover
Markets and economics

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.
Sonja LaudBill Hughes
By  Sonja Laud, Bill Hughes
03 Jul 2025
3 min read
Modern-office-buildings green
Investment strategy

The role of real estate and infrastructure in portfolio diversification

In the second instalment of our series on overcoming equity market concentration risk, we examine how real estate and infrastructure assets can contribute to a...
Mo Mahmoud
By  Mo Mahmoud
25 Jun 2025
3 min read
Tariffs securitised
Investment strategy

What could US tariffs mean for US securitised?

Following the much-anticipated Liberation Day announcement, the market has experienced significant changes and the effective US tariff rate has increased dramatically. What are the implications...
Azima CrumptonJohn DalyActive Fixed Income team
By  Azima Crumpton, John Daly, Active Fixed Income team
19 May 2025
4 min read
Securitised US
Investment strategy

Could exposure to securitised credit enhance portfolios?

Despite being a huge market, US securitised debt is often overlooked by investors. We ask whether adding exposure to the asset class could help improve...
Sam Kulahan
By  Sam Kulahan
08 May 2025
5 min read
crisis confidence
Investment strategy

US securitised: From crisis to confidence

How securitised markets have evolved since the global financial crisis.
John DalyAzima CrumptonActive Fixed Income team
By  John Daly, Azima Crumpton, Active Fixed Income team
14 Apr 2025
1 min read
loan arranger
Investment strategy

The loan arranger

What are the potential benefits of collateralised loan obligations?
John DalyAzima CrumptonActive Fixed Income team
By  John Daly, Azima Crumpton, Active Fixed Income team
09 Apr 2025
1 min read
Myth temple
Investment strategy

Debunking common myths about securitised credit

Securitised bonds, often shrouded in complexity and financial jargon, have been a cornerstone of the US financial markets for decades.
John DalyAzima CrumptonActive Fixed Income team
By  John Daly, Azima Crumpton, Active Fixed Income team
03 Apr 2025
1 min read
risk EU
Investment strategy

EU risk retention rules

Do they affect my securitised investment?
John DalyAzima CrumptonActive Fixed Income team
By  John Daly, Azima Crumpton, Active Fixed Income team
24 Mar 2025
1 min read
Pod Market
Markets and economics

Podcast: The view from the top – a long-term look at private markets

This week on LGIM Talks, the cameras are rolling as we sit down for a special video edition of the podcast.
L&G’s Asset Management business
By  L&G’s Asset Management business
10 Feb 2025
1 min read

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