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
A new era dawns
Our longstanding thesis of a market vulnerable to shocks has been confirmed, allowing us to take profits on several dynamic positions. 
From trade to trends: Unpacking market behaviour
How can recent market volatility be assessed through the broader historical patterns of market behaviour? 
Equity valuations uncovered (part 1): Fathoming murky waters
I introduce a series of blogs exploring the role of valuations in forecasting equity returns. 
Podcast: A long-term view on EMD
How has the emerging market debt universe changed in recent decades? What are the portfolio use cases for these assets? And what is the role... 
Chart of the month: US equities lead the way
US equities were once again the leading major asset class in 2024, resulting from strong returns from the mega cap technology stocks known as the... 
Lessons for 2025 after a year of uncertainty
With over 60% of the world’s population heading to the polls and ongoing conflicts in Eastern Europe and the Middle East, 2024 has been a... 
Definitely maybe: Should investors be cautious about history repeating itself?
A look back on the last 30 years of US equity returns. 
2024: a smorgasbord of a year
A member of our UK Wholesale Distribution team gives his thoughts on 2024, considering the many narratives that shaped markets, and shares his thoughts on... 
CAMERA: our capital market assumptions update
This time around, we focus on the outlook for emerging markets. 
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