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

Podcast: UK Budget – implications for investors
Listen to our in-house investment professionals share their thoughts on the Budget. 
Video: Buyout 2.0 – Back to basics
You choose the endgame, we'll build the bridge 
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... 
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... 
Private equity structural alpha: Myth or measurable?
Does private equity offer anything, on a risk-adjusted basis, above listed equity? 
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... 
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... 
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… Video: Meeting the challenges for UK DB pension schemes
You choose the endgame, we’ll build the bridge. 
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? Recommended content for you
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