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.
United Kingdom
Midyear global outlook: AI vs geopolitics
This outlook focuses on two forces shaping the investment landscape: the dramatic acceleration of AI and an ever-more contested geopolitical order. 
London calling: Why London’s industrial real estate market remains a capital choice
While returns since 2022 have been a little underwhelming, we believe there’s now a compelling case for London’s industrial real estate assets. 
Podcast: Do charities suffer from money illusion?
Money illusion is one of the most common behavioural biases and with nearly £30 billion held in cash, are UK charities assuming that the most... 
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... 
What is UK productive finance?
Amid structural changes in pensions and a core need for sustained UK growth, capital markets are expanding the channels for long-term investment in the domestic... 
Podcast: In conversation with Jo McCaffrey – leading through change
L&G’s Chief Strategy and Product Officer Jo McCaffrey talks to Chief Marketing Officer Andy McQuillan about the rapidly accelerating evolution of asset management, and her... 
Affordable Housing: a bright spot for UK housebuilding
Greater regulatory certainty and funding for Affordable Housing can provide a much-needed boost for UK housing delivery. 
The rising tide of buybacks in UK equity markets
More companies are conducting buybacks, with increased scale and frequency. What was once an occasional capital management lever is fast becoming a structural and fundamental... 
Podcast: All eyes on Affordable Housing
L&G’s Affordable Housing platform is a demonstration of how investing in real assets has the potential to make a real difference. Recommended content for you
Learn more about our business
We are one of the world's largest asset managers, with capabilities across asset classes to meet our clients' objectives and a longstanding commitment to responsible investing.
