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
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,... 
Evidence-based investing: smart investing, smart marketing or a bit of both?
Evidence can anchor long term strategy, yet history alone can’t guide every decision. We think incorporating systematic, forward looking adjustments may better position portfolios for... 
EMs and Hormuz: who is most affected?
The energy shock accompanying the Hormuz closure places many emerging markets (EMS) in the lurch. 
Beyond the barrel
If the conflict in the Middle East persists, inflationary pressures could increase. However, in contrast to 2022, we think a sustained inflation surge appears less... 
Iran conflict: implications for investors
We assess how the latest escalation in the Middle East may affect the macro and market outlook – and stress the importance of a long-term... 
Latin love — Why we like South American bonds
Latin America’s early moving central banks are tightening once more as inflation pressures rekindle. Yet with real rates still priced at extreme levels and the... 
Total portfolio approach: a useful concept?
The total portfolio approach (TPA) is reshaping asset allocation conversations, but its promise comes with challenges. We examine how to capture the advantages of holistic... 
Catastrophe bonds: Is the party over?
Insurance-linked bonds, also known as cat bonds, have had three exceptionally good years. But spreads are now tightening fast. We explore what’s driving the shift... 
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