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
Securitised credit financing data centres: Opportunity or hidden risks?
As US securitised markets increasingly finance data centres, concerns about hidden risks are growing. How worried should investors be? 
Chart of the month: Earnings or hype?
This month, we assess what’s driving the performance of large-cap US tech companies. 
Engines of intelligence: Algorithmic arsenals
Fractious geopolitics makes it worth thinking about AI’s effects on global power relations. 
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... Recommended content for you
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