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.
Politics
Trumpification of the Fed
How serious is the threat facing the independence of the bank? And if independence erodes, what might happen next? 
Podcast: Artificial reality vs. the real world – the economics of AI
How is the mass adoption of AI changing the labour market? Could this technology shift the balance of geopolitical power? And can investors access this... 
Podcast: Politics, emerging markets and gold – Market Talk
Our regular markets discussion offers an overview of the biggest topics for investors today. 
Podcast: Why doesn’t it feel like a bull market? Market Talk
Our regular markets discussion offers an overview of the biggest topics for investors today. Government debt and the uncertainty premium – Market Talk
Our regular markets discussion offers an overview of the biggest topics for investors today. Podcast: Interest rate expectations, US data revision and AI earnings – Market Talk
Our regular markets discussion offers an overview of the biggest topics for investors today. Podcast: Where next for AI stocks? Market Talk
Our regular markets discussion covers the outlook for a well-known AI stock that recently hit the $4 trillion mark. Podcast: a profound shift for markets
This special episode of the CIO call marks the publication of our midyear global outlook. 
Midyear global outlook: Gravity defied – for now
Even though many markets have recovered poise since the recent volatility spike, they remain vulnerable to further shocks and crucial long-term questions for investors persist. 
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