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

L&G Talks
Markets and economics

Podcast: Our 2026 investment outlook – the CIO call

This special episode marks the publication of our 2026 global outlook, which offers insights across public and private markets after another remarkable year for investors.
L&G’s Asset Management business
By  L&G’s Asset Management business
11 Dec 2025
1 min read
L&G_TalksAM
ESG and long-term themes

Podcast: Europe’s energy transition – an opportunity among the challenges

Europe’s emissions reduction goals are ambitious, with the continent providing a continually supportive regulatory backdrop to spur a transition to clean power.
L&G’s Asset Management business
By  L&G’s Asset Management business
01 Dec 2025
1 min read
Fed CIO
Markets and economics

Trumpification of the Fed

How serious is the threat facing the independence of the bank? And if independence erodes, what might happen next?
Tim Drayson
By  Tim Drayson
20 Oct 2025
3 min read
L&G Talks
Markets and economics

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...
L&G’s Asset Management businessAsset Allocation team
By  L&G’s Asset Management business & Asset Allocation team
16 Oct 2025
1 min read
L&G Talks
Markets and economics

Podcast: Politics, emerging markets and gold – Market Talk

Our regular markets discussion offers an overview of the biggest topics for investors today.
L&G’s Asset Management business
By  L&G’s Asset Management business
10 Oct 2025
1 min read
L&G Talks
Markets and economics

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.
L&G’s Asset Management business
By  L&G’s Asset Management business
19 Sept 2025
1 min read
L&G Talks
Markets and economics

Government debt and the uncertainty premium – Market Talk

Our regular markets discussion offers an overview of the biggest topics for investors today.
L&G’s Asset Management business
By  L&G’s Asset Management business
05 Sept 2025
1 min read
L&G Talks
Markets and economics

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.
L&G’s Asset Management business
By  L&G’s Asset Management business
07 Aug 2025
1 min read
L&G Talks
Markets and economics

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. 
L&G’s Asset Management business
By  L&G’s Asset Management business
25 Jul 2025
1 min read

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