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
Solutions chart update: What’s behind the UK’s rising yields?
30-year gilt yields reach 6%. Is there an action for DB schemes? 
Re-focusing on data centres with Kao Data
In the second instalment of our blog series on data centres, Spencer Lamb, CEO of Kao Data, and Matteo Colombo, Managing Director of Digital Infrastructure... 
How is UK real estate positioned given continued volatility?
Our recent research on the UK real estate sector set out our views for the asset class. Here, we offer more context on how to... 
Focusing on data centres with Kao Data
In the first of this two-part blog series, we sit down with Spencer Lamb, CEO of Kao Data, and Matteo Colombo, Managing Director of Digital... 
Podcast: What’s behind the global bond selloff? Market Talk
Ben Bennett, Head of Investment Strategy Asia, shares his thoughts on how higher long-end yields shaping cross-asset performance. 
Mind the cap(ex): why sterling credit may be less exposed to the AI debt wave
The race to build AI is reshaping corporate bond markets. Could the sterling market’s relative insulation offer some potential benefits? 
UK equities: political churn, corporate conviction
Despite political and economic uncertainty in the UK, companies continue to report strong earnings and trade at potentially attractive free cashflow multiples, as evidenced by... 
UK Real Estate: Controlling the controllable
With persistent trends defining the UK investment environment, we look at how asset selection may be the key to generating alpha. 
Looking beyond the boardroom: What site visits reveal about UK small caps
UK portfolio manager Camilla Ayling recently clocked 430 miles across three days visiting two UK-listed companies. The trips reinforced how seeing operations and meeting employees... 
Private credit: Pockets of resilience
Why investment-grade private credit and asset-backed finance stand out in today’s tougher landscape. 
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