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-index

five swans
Markets and economics

Five grey swans for 2026

What credible scenarios for the coming year sit just outside consensus?
Christopher Teschmacher
By  Christopher Teschmacher
16 Dec 2025
5 min read
santa fomo
Markets and economics

Is Santa Claus for real?

With equity market valuations appearing stretched, we ask whether market gifts of Christmases past could still be in the post this year.
Emiel van den HeiligenbergGreta Farina
By  Emiel van den Heiligenberg & Greta Farina
19 Nov 2025
3 min read
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
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
paints diversification
Investment strategy

Why diversification is key to a resilient portfolio

In the first of a series on overcoming equity market concentration risk, we consider alternatives to a traditional portfolio, and provide a practical guide to...
Andrzej PiochAude Martin
By  Andrzej Pioch & Aude Martin
02 Jun 2025
4 min read
US Capitol building
Markets and economics

Five potential upsets to watch

Misplaced market confidence in how Trump’s policy agenda will unfold provides a wealth of trade ideas for our portfolios.
Emiel van den Heiligenberg
By  Emiel van den Heiligenberg
16 Dec 2024
3 min read
balanced rocks
Investment strategy

Risk parity – the quant favourite struggled through 2022

Last year's tough conditions highlighted the limitations of risk-parity multi-asset funds, showing that backtesting doesn’t tell the whole story.
Martin Dietz
By  Martin Dietz
14 Feb 2023
4 min read

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