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.
Productivity
Identifying potential long-term winners from the new generation of weight-loss drugs
Countries with high levels of obesity and the means to pay for the latest treatments could benefit from increased labour supply. 
Is US tech the only game in town?
So far, it seems impervious to monetary tightening, political dramas in Europe and fears of over-ownership. But it’s a very crowded market, and a momentum... 
Deglobalisation is just getting started
The US has pivoted towards protectionism and industrial intervention. The presidential election will help determine the speed of deglobalisation. 
Podcast: Elections, Nvidia and ballooning deficits – Market Talk
Ben Bennett tackles three big questions for investors in today. 
Will South Korea’s Corporate Value-up Program unlock value in the KOSPI?
The intention behind the plan is encouraging, but we believe corporate governance reform will be needed to put the Korean capital market (KOSPI) on a... 
Something's gotta give
Consensus is clustered around a trilogy of lower inflation, rate cuts and continued growth. Is the market beginning to question this benign path? 
Artificial intelligence: the worker’s assistant or adversary?
AI raises the prospect of both large productivity gains and a painful re-allocation of labour. 
Is the UK a spent force or a coiled spring?
Identifying the reasons for the UK's economic malaise is one thing. Fixing it without spending significant sums of public money is quite another. 
Probing the market impact of productivity gains
We survey what AI might mean for GDP growth, corporate margins, equities and fixed income. 
Podcast: What AI means for investors
In our latest CIO call, we discuss the implications for investors of artificial intelligence – the technology ushering in a new industrial revolution. 
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