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.
Market Cap

The equity market is concentrated – but does it matter?
In the second of a series on market concentration, we examine whether concentration poses a threat to investors. 
Just how concentrated are equity markets?
In the first of a two-part series on market concentration, we explain the metrics used to measure concentration and what they tell us about today’s... 
Standing on the shoulders of giants
What 2018 taught us about the perils of concentration and what it all meant for equity factors. 
How market frictions can live in harmony with persistent factor premia
As we continue our voyage on the factor premium drivers, our next destination is 'market structure'. 
How much sugar is in your sugar?
Soviet-era Polish cinematography is often a source of seemingly absurd catchphrases repeated for generations. “How much sugar is in your sugar” is a classic one... Recommended content for you
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