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.

Technology

index cyber
ESG and long-term themes

A decade of transformation: the evolution of cyber security

Over the past 10 years, the cyber landscape has undergone a profound transformation. We reflect on this evolution, highlighting the key shifts, threats and breakthroughs...
L&G’s Asset Management business
By  L&G’s Asset Management business
21 Jan 2026
5 min read
Eye AFI
Fixed income

Unconstrained strategies: keeping an eye on AI

How can unconstrained bond investors navigate AI-related issuance?
Matthew ReesEnda MulryAmélie ChownaJohn Daly
By  Matthew Rees, Enda Mulry, Amélie Chowna & John Daly
20 Jan 2026
4 min read
capex boom
Markets and economics

From capex boom to transmission risk – AI and portfolio resilience

With AI linkages to equity and credit markets deepening, how can portfolios respond to concentration, valuation and operational risks?
Mo Mahmoud
By  Mo Mahmoud
07 Jan 2026
5 min read
AI Answer
Markets and economics

Is AI the answer?

While scepticism runs high, there’s potential for AI to have far bigger impact on the economy and markets than historical parallels suggest.
Jason ShoupMatthew RodgerDr. James TyrrellEwan Bowerbank
By  Jason Shoup, Matthew Rodger, Dr. James Tyrrell & Ewan Bowerbank
19 Dec 2025
7 min read
L&G Talks
Markets and economics

Podcast: Our 2026 investment outlook – the CIO call

This special episode marks the publication of our 2026 global outlook, which offers insights across public and private markets after another remarkable year for investors.
L&G’s Asset Management business
By  L&G’s Asset Management business
11 Dec 2025
1 min read
2026 outlook
Markets and economics

2026 global outlook: Risk and reward amid an AI revolution

We devote much of our outlook to tackling key questions for investors raised by this period of extraordinary technological change.
Sonja LaudBill Hughes
By  Sonja Laud & Bill Hughes
09 Dec 2025
3 min read
ai trust
Investment strategy

Between trust and scepticism: the AI chronicles

Whether you think the AI boom has only just begun or it’s a bubble that could burst at any moment, there are investment solutions that...
Aude Martin
By  Aude Martin
02 Dec 2025
3 min read
L&G_TalksAM
ESG and long-term themes

Podcast: Europe’s energy transition – an opportunity among the challenges

Europe’s emissions reduction goals are ambitious, with the continent providing a continually supportive regulatory backdrop to spur a transition to clean power.
L&G’s Asset Management business
By  L&G’s Asset Management business
01 Dec 2025
1 min read
Engine AI
Markets and economics

Engines of intelligence: Building silicon cathedrals

Physical infrastructure is driving the AI buildout. That is having macro implications, for better and worse.
Matthew Rodger
By  Matthew Rodger
24 Nov 2025
4 min read

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