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

Eric podcast
Investment strategy

Podcast: In conversation with… Eric Adler, CEO, Asset Management

Eric Adler gets behind the microphone to share his thoughts.
L&G’s Asset Management business
By  L&G’s Asset Management business
11 Jul 2025
1 min read
surplus webinar
Investment strategy

Webinar: Surplus extraction

DB schemes: Surplus extraction is here - time to invest like an insurer?
L&G’s Asset Management businessAsset Allocation team
By  L&G’s Asset Management business, Asset Allocation team
10 Jul 2025
1 min read
short credit
Investment strategy

Navigating a tight credit spread environment: Seeking safety in short duration

We believe that short-duration bonds could potentially provide a buffer against market volatility while offering flexibility to transition to long-duration credit when conditions improve.
Suzanna EllardJohn Daly
By  Suzanna Ellard, John Daly
08 Jul 2025
5 min read
db bond
Investment strategy

DB chart update: Government bonds in focus

What do rising long-dated bond yields mean for pension schemes?
Robert Pace
By  Robert Pace
16 Jun 2025
4 min read
surplus extraction
Investment strategy

Surplus extraction is here: What should DB schemes do now?

The government is making it easier for well-funded DB schemes to release surplus, when ‘safe to do so’, and trustees will need to set out...
Mathew Webb
By  Mathew Webb
12 Jun 2025
6 min read
Factor revisit
Investment strategy

Factor forecasting, recalibrated

We update some past research into expected returns and risk of factors to allow for recent experience.
John SouthallDash TanAsset Allocation team
By  John Southall, Dash Tan, Asset Allocation team
14 May 2025
5 min read
Box Hill
Fixed income

DB chart update: Long gilts

From Leith Hill to Box Hill - still hard going but smoother and less steep.
Robert Pace
By  Robert Pace
13 May 2025
3 min read
Defend DC
Investment strategy

Could a defensive equity strategy defend DC savers?

By providing access to possible equity market upside, with the potential for reduced volatility and drawdowns, we believe defensive equity may be a suitable component...
Alex Pearce
By  Alex Pearce
28 Apr 2025
3 min read
Valuations part2
Investment strategy

Equity valuations uncovered (part 2): Valuation regressions – handle with care

What are the pitfalls of regressing equity returns against starting valuations, how can we correct for them and what is the upshot for expected returns?
John SouthallAsset Allocation team
By  John Southall, Asset Allocation team
10 Apr 2025
5 min read
DB treble
Equities

DB chart update: S&P500 in 2025. Treble 20?

With US equities delivering returns of over 20% in each of 2023 and 2024, how could DB schemes still seeking growth position portfolios this year?
Robert Pace
By  Robert Pace
26 Feb 2025
3 min read

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