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
Podcast: Middle East update – market impacts and outlook
This episode is the edited audio of a webinar we held with clients on 20 March to discuss the market reaction to the ongoing conflict... 
Podcast: Middle East conflict – implications for investors
This episode is the edited audio of a webinar we held with clients on 5 March to discuss the implications for investors of the recent... Podcast: US tariffs, AI meltdown and JGBs – Market Talk
Our regular update on the biggest themes shaping global markets, covering the AI-led selloff in software stocks, US tariffs and Japanese government bonds. Podcast: Greenland, Japanese bonds and a volatility playbook – Market Talk
Our regular update on the biggest themes shaping global markets. 
Prepare, don’t predict: Greenland and US strategic ambitions – a case study in preparation
To illustrate our ‘prepare, don’t predict’ approach, we’ll examine a live geopolitical issue: Greenland and the renewed strategic interest it’s drawing from the US. Its... 
Prepare, don’t predict: a timeless playbook for geopolitical risk management
Geopolitical events can be especially challenging for investors. They are often emotive, highly uncertain, and prone to hyperbole in headlines – all factors that can... 
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. 
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. 
Trumpification of the Fed
How serious is the threat facing the independence of the bank? And if independence erodes, what might happen next? 
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