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
Investment opportunities: Infrastructure
Built different? Finding the right infrastructure asset for your portfolio 
Why Aesop’s fable ‘The Hare and The Tortoise’ still matters for investors approaching withdrawal
Gradually reducing risk is often seen as the safest approach for investors nearing withdrawals. But our modelling suggests a steady allocation may offer a more... 
Should portfolios chase correlation spikes?
Correlations rise in stressed markets. But should a portfolio-tilting model chase those moves? We explain why doing so may add more sensitivity than insight. 
Is tokenmaxxing the strongest signal yet for AI demand?
For July’s chart of the month, we explore the rise of tokenomics. We look at the incredible growth in direct artificial intelligence (AI) revenues in... 
GDP hallucination
AI could have a profound impact on GDP and productivity. But will it show up in traditional macro indicators? 
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... Recommended content for you
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