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: Greenland, Japanese bonds and a volatility playbook – Market Talk
Our regular update on the biggest themes shaping global markets. 
Prepare, don’t predict: Greenland and US strategic ambitions – a case study in preparation
To illustrate our ‘prepare, don’t predict’ approach, we’ll examine a live geopolitical issue: Greenland and the renewed strategic interest it’s drawing from the US. Its... 
Venezuela: What do recent events mean for markets?
Amid the recent US intervention, we assess the potential impact on markets and discuss what we are doing in portfolios. 
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. 
The US swing factor
The world’s largest economy will likely determine which of a wide range of scenarios for global growth plays out in 2026. 
Podcast: Artificial reality vs. the real world – the economics of AI
How is the mass adoption of AI changing the labour market? Could this technology shift the balance of geopolitical power? And can investors access this... Podcast: Politics, emerging markets and gold – Market Talk
Our regular markets discussion offers an overview of the biggest topics for investors today. 
Chart of the month: Are US rate cuts necessarily bullish for US equities?
Equity investors are often minded to cheer when the US Federal Reserve begins a cutting cycle. But what do the last 40 years of history... 
Podcast: Our global approach to active fixed income
In today’s interconnected markets, we believe taking a global approach to managing fixed income assets is essential, as economic or political developments in one region... Recommended content for you
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