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 movement
Chart of the month: EU-turn
One of our potential surprises for 2025 was a resurgence in non-US equities. In this vein, it’s certainly been a bumper start to the year... 
President Trump’s first couple of weeks: market implications
It has been a head-spinning few days for anyone following the policy announcements of the new US administration, with threats of tariffs for Canada, Mexico... 
Chart of the month: US equities lead the way
US equities were once again the leading major asset class in 2024, resulting from strong returns from the mega cap technology stocks known as the... 
2024: a smorgasbord of a year
A member of our UK Wholesale Distribution team gives his thoughts on 2024, considering the many narratives that shaped markets, and shares his thoughts on... 
Better days ahead?
This week’s budget provides the economic policy clarity for the rest of this Parliament. We deliver our initial verdict. 
Chart of the month: Is this China’s ‘whatever it takes’ moment?
China's surprise policy announcement led to the strongest month of performance for mainland Chinese equities in a decade. What could be next? 
Preserving funding levels as rates fall
With monetary easing cycles under way in developed economies and bonds once again providing potential insurance against equity risk, we believe that interest rate hedging... 
Webinar: Active fixed income – riding a wave of volatility
How our investors seek opportunities in turbulent times. 
Chart of the month: August angst in the Japanese equity market
What's happened historically following large one-day falls in a country’s stock market? Recommended content for you
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