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
Countdown to 2026
As the year draws to a close, it’s that time when investors start trying to forecast what’s next… 
Emerging markets: Upside risk after a resilient 2025
We identify reasons for cautious optimism and discuss how we think innovative exposure can be achieved. 
Building resilient portfolios in an uncertain world
Why we seek to shun reckless prudence in favour of clearly reasoned strategic allocations. 
Engines of intelligence: Building silicon cathedrals
Physical infrastructure is driving the AI buildout. That is having macro implications, for better and worse. 
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. 
Words of wisdom? “Picking up pennies in front of a steamroller”
Our Well-known Investment Saying Evaluation (WISE) index provides an assessment of some well-worn financial aphorisms. 
Words of wisdom? “Sell in May and go away”
Our Well-known Investment Saying Evaluation (WISE) index provides an assessment of some well-worn financial aphorisms. Recommended content for you
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