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.
Multi-asset
Words of wisdom: Do famous investment sayings hold water?
Our Well-known Investment Saying Evaluation (WISE) index provides an assessment of some well-worn financial aphorisms. 
Podcast: Interest rate expectations, US data revision and AI earnings – Market Talk
Our regular markets discussion offers an overview of the biggest topics for investors today. 
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. 
Intergalactic stars: Navigating beyond beta
Imagine an asset with a positive expected return and low correlation to your portfolio – enhancing efficiency by diversifying risk and reducing reliance on traditional... 
When vacancies vanish: UK and French unemployment at a turning point?
If economic growth remains weak, we expect unemployment in these countries to rise more than in their peers. 
Podcast: a profound shift for markets
This special episode of the CIO call marks the publication of our midyear global outlook. 
Midyear global outlook: Gravity defied – for now
Even though many markets have recovered poise since the recent volatility spike, they remain vulnerable to further shocks and crucial long-term questions for investors persist. 
Tariffs: How to manage portfolio uncertainty
Significant uncertainty remains about the outcomes of tariffs, and it’s hard to have an edge on forecasting this. However, are there approaches that multi-asset investors... 
Equity valuations uncovered (part 5): Beyond extremes
Do valuations only matter in extremes? And can the precise form of the valuation metric lead to different conclusions? 
Why diversification is key to a resilient portfolio
In the first of a series on overcoming equity market concentration risk, we consider alternatives to a traditional portfolio, and provide a practical guide to... 
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