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

L&G Talks
Markets and economics

Podcast: UK Budget – implications for investors

Listen to our in-house investment professionals share their thoughts on the Budget.
L&G’s Asset Management business
By  L&G’s Asset Management business
27 Nov 2025
buyout 2
Investment strategy

Video: Buyout 2.0 – Back to basics

You choose the endgame, we'll build the bridge
L&G’s Asset Management business
By  L&G’s Asset Management business
18 Nov 2025
1 min read
data centre
ESG and long-term themes

From cloud to cash: How hyperscalers are funding AI expansion

Big Tech’s funding of AI infrastructure is well known. In this blog, we address how hyperscalers are financing their efforts in the technology and answer...
Suzanna EllardJohn Daly
By  Suzanna Ellard, John Daly
06 Nov 2025
4 min read
for gilt
Markets and economics

Solutions chart update: ForGilt me not

Gilts have been a recent standout performer in fixed income. Since peaking around the start of September, 30-year gilt yields extended their run lower through...
Robert Pace
By  Robert Pace
05 Nov 2025
2 min read
Measuring tape
Investment strategy

Private equity structural alpha: Myth or measurable?

Does private equity offer anything, on a risk-adjusted basis, above listed equity?
Dash TanJohn Southall
By  Dash Tan, John Southall
09 Oct 2025
3 min read
30 gilt
Markets and economics

Solutions chart update: 30-year yields approach 30-year highs

Gilt yields are back in the headlines. They have risen steadily over the summer, especially at the long end, with 30-year yields reaching their highest...
Robert Pace
By  Robert Pace
03 Sept 2025
2 min read
Trigger 0
Investment strategy

Navigating tight credit spreads: can trigger strategies help?

Investment grade credit spreads are exceptionally tight today relative to history. How long have such conditions lasted in the past, and could a trigger strategy...
Nambassa NakatuddeJohn Daly
By  Nambassa Nakatudde, John Daly
27 Aug 2025
3 min read
Balanced diet
Fixed income

Solutions chart update: A balanced diet of OATs, AAPL and bundwurst?

In a special edition chart update focused on European bond markets, we bring new meaning to the concept of gastronomy economy…
Robert Pace
By  Robert Pace
07 Aug 2025
2 min read
Mark Johnson
Investment strategy

Video: Meeting the challenges for UK DB pension schemes

You choose the endgame, we’ll build the bridge.
Mark Johnson
By  Mark Johnson
31 Jul 2025
1 min read
EMD insurance
Investment strategy

Amid global uncertainty, what role can EMD play in insurance portfolios?

What potential benefits could it offer insurers – and what considerations do they need to take into account?
James Hayes
By  James Hayes
24 Jul 2025
5 min read

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