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
US midterms: a political shift, not a market reset
What does the US midterm election result mean for markets? 
CAPE fear?
The elevated CAPE ratio is often cited as evidence that US equities have become too expensive. We examine why the relationship between valuation and future... 
Podcast: What AI and bond markets are telling investors – Market Talk
Ben Bennett, Chief Investment Strategist for Asia, discusses the outlook for AI, inflation and bond markets. 
AI is helping, but consumers still drive US growth
The US consumer remains the primary engine of economic growth, but, as income growth slows and household spending becomes increasingly linked to equity markets, the... 
Trump's tariffs: Mind the trade gap
Tariffs have transformed the geography of US trade, but the headline improvement in the deficit is less impressive than it appears. 
Q4 2026 Asset Allocation outlook: Navigating crosscurrents
Markets are being pulled between two powerful forces: the promise of an AI-driven productivity surge and the reality of an energy supply shock. We examine... 
A tale of two markets
What should investors make of an environment in which long-term government bond yields are at their highest in a generation, yet stocks keep climbing? 
Why this Fed hiking cycle may not matter
Our take: It may restore Fed credibility, but it is unlikely to materially change the inflation or economic backdrop, creating potential opportunities for investors. 
Podcast: AI’s victors, vulnerabilities and value
The AI investment story is evolving beyond today's market leaders. This podcast takes a wide-ranging view of the ramifications of the technology for investors. Podcast: A new era for rates and bonds? Market Talk
Ben Bennett, Head of Investment Strategy Asia, shares his thoughts on what higher rates could mean for inflation, equities and bond markets. Recommended content for you
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