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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five swans
Markets and economics

Five grey swans for 2026

What credible scenarios for the coming year sit just outside consensus?
Christopher Teschmacher
By  Christopher Teschmacher
16 Dec 2025
5 min read
santa fomo
Markets and economics

Is Santa Claus for real?

With equity market valuations appearing stretched, we ask whether market gifts of Christmases past could still be in the post this year.
Emiel van den HeiligenbergGreta Farina
By  Emiel van den Heiligenberg & Greta Farina
19 Nov 2025
3 min read
eggs basket
Markets and economics

Words of wisdom? “Don’t put all your eggs in one basket”

Our Well-known Investment Saying Evaluation (WISE) index provides an assessment of some well-worn financial aphorisms.
Asset Allocation team
By  Asset Allocation team
18 Sept 2025
2 min read
yo yo
Markets and economics

On a string: navigating the yo-yo of EU–US trade policy

After months of speculation, the EU–US trade agreement has finally been reached. However, questions remain about its longer-term consequences for the global economy.
Ryan Boothroyd
By  Ryan Boothroyd
04 Aug 2025
3 min read
sport factor
Investment strategy

What do factor investing and UK equity managers have to do with sport?

Can we rethink the way we look at performance drivers? Combined with an understanding of where we are in the economic cycle, we believe a...
Francis Chua
By  Francis Chua
09 Sept 2024
4 min read
Orange segments
Investment strategy

60/40 isn’t dead – it just needs a rethink

Adding multi-faceted, flexible fixed income sectors into the bond portion of a multi-asset portfolio could boost diversification.
Francis Chua
By  Francis Chua
04 Jun 2024
5 min read

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