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.
Rally
Chart of the month: US equities lead the way
US equities were once again the leading major asset class in 2024, resulting from strong returns from the mega cap technology stocks known as the... 
Chart of the month: Is this China’s ‘whatever it takes’ moment?
China's surprise policy announcement led to the strongest month of performance for mainland Chinese equities in a decade. What could be next? 
Podcast: Patient Powell, China’s equity rally and oil – Market Talk
With strong US growth and sticky inflation, why is Jay Powell still in patient mode on the interest rate front? Ben Bennett, Investment Strategist APAC,... 
Will the rates rally continue?
Global government bonds delivered modestly positive returns in 2023 after two consecutive down years. What could come next? 
Will the magnificent seven ride again?
A huge proportion of US equity performance last year was driven by only seven stocks. Can this continue? And what does it tell us about... 
Podcast: Charting real assets in 2024 and beyond
Identifying both the short- and long-term drivers of change. Podcast: Rallies, Red Sea disruption and Taiwanese elections – Market Talk
In this first episode of Market Talk for 2024, Ben Bennett examines the extent to which bonds and equities rallied following December’s pivot from the... 
The hidden psychology behind investment decisions
A senior sales manager continues his exploration of how human psychology can stand in the way of rational investment decisions. 
How behavioural bias skews investment decisions
Here are five behavioural biases that I've seen time and again. The question is: how can investors overcome them? 
Market Talk podcast: Glass half-full or glass half-empty?
Soft or hard landing in the US? Will earnings fall as much as some commentators expect? And where next for Chinese equities? These are just... Recommended content for you
Learn more about our business
We are one of the world's largest asset managers, with capabilities across asset classes to meet our clients' objectives and a longstanding commitment to responsible investing.
