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
Podcast: In the room – how investment decisions are made
What really drives an investment decision and what happens before a trade ever reaches your portfolio? 
Global economic imbalances and AI: few signs of concern
The key talking points around artificial intelligence (AI) have been on company earnings, the impact on inflation and medium-term labour market effects. Less discussed are... 
Chart of the month: A multi-trillion-dollar question
The last month for semiconductor stocks has been extraordinary. In May’s chart of the month, our Co-Head of Asset Allocation and Head of Macro unpicks... 
Into the MATRIX: positioning CAMERA for success
We introduce our quantitative dynamic tilting framework that uses valuation and risk signals to tilt portfolios. 
A benign year runs into an energy reality check
Higher energy prices have unsettled what looked like a calm year for growth and inflation and this is proving difficult for central banks to ignore. 
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. 
Engines of intelligence: Scaling the frontier
AI models continue to improve, leading to disagreements about their effects on the labour market 
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,... 
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