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 Cycle
The US swing factor
The world’s largest economy will likely determine which of a wide range of scenarios for global growth plays out in 2026. 
2026 global outlook: Risk and reward amid an AI revolution
We devote much of our outlook to tackling key questions for investors raised by this period of extraordinary technological change. 
AFI Outlook Q4: Timing the cycle
Investors now face two very powerful competing forces: exponential AI-related capex and a slowing US economy. 
Words of wisdom? “Time in the market beats timing the market”
Our Well-known Investment Saying Evaluation (WISE) index provides an assessment of some well-worn financial aphorisms. 
Podcast: US tariffs, BoE cut and European equity rally – Market Talk
Ben Bennett, Head of Investment Strategy for Asia, shares his take on the big topics in markets today. 
President Trump’s first couple of weeks: economic implications
The White House’s policy agenda has been in overdrive since inauguration. Consensus expects the agenda to support US growth. We see significant downside risks to... 2024 reflections and 2025 preparations – the CIO call
Join Sonia Laud, our Chief Investment Officer, as she shares her thinking on the key themes that should now be on investors’ radars. 
Is Chinese property troughing?
We believe it could be hard for the Chinese economy to reflate without a rebound or at least a trough in the Chinese property market. 
2025 global outlook: Touchdown?
Many of the themes that are likely to drive investor returns are, we believe, just as relevant to public markets as to their private counterparts. Recommended content for you
Learn more about our business
We are one of the world's largest asset managers, with capabilities across asset classes to meet our clients' objectives and a longstanding commitment to responsible investing.
