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.
MPS
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. 
Chart of the month: Oil prices – putting things in perspective
Investor attention remains firmly on the Strait of Hormuz and the timing of its reopening to Gulf energy exports. In April’s chart of the month,... 
Evidence-based investing: smart investing, smart marketing or a bit of both?
Evidence can anchor long term strategy, yet history alone can’t guide every decision. We think incorporating systematic, forward looking adjustments may better position portfolios for... 
Total portfolio approach: a useful concept?
The total portfolio approach (TPA) is reshaping asset allocation conversations, but its promise comes with challenges. We examine how to capture the advantages of holistic... 
Chart of the month: Earnings or hype?
This month, we assess what’s driving the performance of large-cap US tech companies. 
Prepare, don’t predict: Greenland and US strategic ambitions – a case study in preparation
To illustrate our ‘prepare, don’t predict’ approach, we’ll examine a live geopolitical issue: Greenland and the renewed strategic interest it’s drawing from the US. Its... 
Prepare, don’t predict: a timeless playbook for geopolitical risk management
Geopolitical events can be especially challenging for investors. They are often emotive, highly uncertain, and prone to hyperbole in headlines – all factors that can... 
Chart of the month: Venezuelan oil in focus
Over the past decade, oil production from the world’s largest known reserves has declined. Could that be about to change? 
Prepare, don’t predict: why uncertainty isn’t the enemy
In light of the recent US intervention in Venezuela, and increased international focus on Greenland’s future, this series of blogs looks at how we manage... 
Countdown to 2026
As the year draws to a close, it’s that time when investors start trying to forecast what’s next… Recommended content for you
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