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.
Middle East
The energy transition: Geopolitical volatility and clean power assets
In this blog, we explore the conflict in the Middle East’s implications on the energy transition and whether it may bolster the case for clean... 
Q2 2026 Asset Allocation outlook: Adapting to uncertainty
The conflict in the Middle East has raised profound and unsettling questions about geopolitical and commodity market stability. 
Energy shocks and geopolitical volatility: What the Middle East conflict has meant for private markets
In this blog we assess the impact the conflict in the Middle East has had on private markets and the outlook for these assets. 
Middle East conflict: the view from our EMD desk
We discuss the backdrop for emerging markets before the start of the conflict, and what changed. 
Podcast: Middle East conflict – implications for investors
This episode is the edited audio of a webinar we held with clients on 5 March to discuss the implications for investors of the recent... 
Iran conflict: implications for investors
We assess how the latest escalation in the Middle East may affect the macro and market outlook – and stress the importance of a long-term... 
Research and active engagement: Spotlight on Sukuk
How the transformation of the sukuk market could affect issuers, investors and the broader Islamic finance ecosystem. 
Geopolitical risk and the global market outlook
As the Middle East conflict enters a worrying new phase, we assess what the uptick in geopolitical risk means for investors. 
An economist’s guide to Red Sea risks
The recent attacks in the Red Sea are likely to disrupt the quantity as well as prices of imported goods. Shortages 
Podcast: How we’re preparing for 2024
We discuss what we’ve learnt from yet another extraordinary year for investors - and how we’re positioning into 2024. 
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