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 States
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. 
Higher long-term Treasury yields in context
Framing the rise in long-term Treasury yields this as a uniquely US fiscal story misses the bigger picture. The forces influencing long-term rates are global,... 
From AI transmission risk to real-world stress: six months on
Six months ago, I mapped how stress could travel from an AI capex boom into equity, credit and rates markets if optimism faded. Was I... 
Private credit: Pockets of resilience
Why investment-grade private credit and asset-backed finance stand out in today’s tougher landscape. 
DB investors in a higher-rate world
Strategies in the UK and US are evolving to capture market opportunities. 
Building resilient long-term equity portfolios
In a new whitepaper, we provide evidence that portfolios constructed to diversify across underlying return drivers have historically delivered improved risk-adjusted returns, lower volatility and... 
Making room for the AI boom
Amid huge hyperscaler spending, tighter monetary policy could create space for AI-led growth. 
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. 
The case for US multifamily commercial real estate
Investors choosing to diversify their portfolios with US property have a wide array of property types on offer. I this blog, we look at one... 
SpaceX IPO launches: Implications for index exposures
Index vendors have been reviewing and updating their inclusion rules to adapt to a changing IPO landscape, though differences remain, with implications for investors. 
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