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.

Solutions

Parliament Westminster
Markets and economics

UK politics in focus: implications for investors

Following the recent local election results, Prime Minister Keir Starmer is struggling to maintain his grip on the Labour Party leadership. Should investors be worried...
Tom FarringtonTim DraysonRobert Pace
By  Tom Farrington, Tim Drayson & Robert Pace
13 May 2026
3 min read
B&M Geopolitics
Investment strategy

Steering buy & maintain credit through geopolitical uncertainty

Geopolitical tension is once again shaping market sentiment, prompting many clients to ask how buy and maintain (B&M) investment grade credit portfolios are positioned.
Ozkan KoyunAnne-Marie Morris (née Cunnold)
By  Ozkan Koyun & Anne-Marie Morris (née Cunnold)
13 May 2026
4 min read
Private door
Fixed income

Private credit goes public: What are BDCs telling us about market conditions?

In this blog, we dive into some of the headlines around BDCs and look at what the broader message for debt markets might be.
John Daly
By  John Daly
16 Apr 2026
4 min read
LGPS equity
Investment strategy

Managing growth through volatility

Gauging the role of defensive synthetic equity for LGPS funds
Anne-Marie Morris (née Cunnold)James Wood
By  Anne-Marie Morris (née Cunnold) & James Wood
14 Apr 2026
2 min read
db equity
Investment strategy

Defensive growth when the ground is shifting?

Considering the role of defensive synthetic equity for DB schemes
Anne-Marie Morris (née Cunnold)
By  Anne-Marie Morris (née Cunnold)
01 Apr 2026
3 min read
Endgame Insights
Investment strategy

Endgame Insights: Putting theory into practice

In this latest edition of Endgame Insights, we showcase the latest combined thinking from our Asset Management and Pension Risk Transfer (PRT) businesses.
L&G’s Asset Management business
By  L&G’s Asset Management business
31 Mar 2026
1 min read
century bond
Fixed income

What should investors make of century bonds?

Assessing ultra long maturity in a year of expected continued hyperscaler issuance.
Anne-Marie Morris (née Cunnold)Nambassa Nakatudde
By  Anne-Marie Morris (née Cunnold) & Nambassa Nakatudde
18 Mar 2026
3 min read
Golden Gate Bridge at sunset
Investment strategy

Webinar: Endgame Insights: Putting theory into practice

We showcase our latest DB pensions research, conducted in collaboration with the Pension Management Institute (PMI). The webinar features the latest combined thinking from our...
L&G’s Asset Management business
By  L&G’s Asset Management business
26 Feb 2026
1 min read
CLO 0
Fixed income

AI disruption and the software selloff: what it means for US CLOs

Assessing the impact of the recent selloff in software stocks.
Eric FinkJohn Daly
By  Eric Fink & John Daly
25 Feb 2026
4 min read
L&G talks
Investment strategy

Podcast: Endgame Insights: Putting theory into practice

In late 2024, we published our inaugural Endgame Insights report for DB schemes. With a new version around the corner, here’s a sneak preview of...
L&G’s Asset Management businessMathew Webb
By  L&G’s Asset Management business & Mathew Webb
24 Feb 2026
1 min read

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