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

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
Pine plantation
ESG and long-term themes

Branching out: The interesting case for forests in portfolios

Forests are prized not only for their historical role but also for their ability to help diversify portfolios and potentially support nature and climate if...
Alex Turner
By  Alex Turner
18 Sept 2025
3 min read
AI jobs
Markets and economics

AI adoption and jobs – positive for productivity?

While younger workers are finding careers in jobs where AI augments their skills, they are struggling to find jobs in sectors exposed to automation.
James Carrick
By  James Carrick
08 Sept 2025
3 min read
Bubble 0
Markets and economics

Set up for euphoria?

The buzz around AI exhibits classic potential for overexuberance and “this time is different” thinking, which are often observed in bubbles. In our view, this...
Emiel van den Heiligenberg
By  Emiel van den Heiligenberg
04 Sept 2025
5 min read
french focus
Markets and economics

Chart of the month: French finances in focus

French bond spreads are widening as its political-risk timetable accelerates.
James Carrick
By  James Carrick
03 Sept 2025
2 min read
cask king
Markets and economics

Words of wisdom? “Cash is king”

Our Well-known Investment Saying Evaluation (WISE) index provides an assessment of some well-worn financial aphorisms.
Asset Allocation team
By  Asset Allocation team
26 Aug 2025
1 min read
twin deficits
Economics

We need to talk about the twin deficits

Tariff revenues are flowing to the US Treasury, but are they improving the overall fiscal situation? And who is paying for them?
Tim Drayson
By  Tim Drayson
18 Aug 2025
4 min read
Sayings main
Investment strategy

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.
Asset Allocation team
By  Asset Allocation team
14 Aug 2025
2 min read
L&G Talks
Markets and economics

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.
L&G’s Asset Management business
By  L&G’s Asset Management business
07 Aug 2025
1 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

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