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
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. 
The truth about today's rising yields
Numerous factors are driving the recent rise in yields, but one truth about the increase is worth highlighting. 
Podcast: Unpacking our US investment outlook
In today’s fast-moving investment landscape, we believe staying ahead means looking beyond the headlines – understanding how powerful structural shifts like AI disruption can reshape... 
Podcast: Middle East update – market impacts and outlook
This episode is the edited audio of a webinar we held with clients on 20 March to discuss the market reaction to the ongoing conflict... Podcast: Middle East conflict – implications for investors
This episode is the edited audio of a webinar we held with clients on 5 March to discuss the implications for investors of the recent... Podcast: US tariffs, AI meltdown and JGBs – Market Talk
Our regular update on the biggest themes shaping global markets, covering the AI-led selloff in software stocks, US tariffs and Japanese government bonds. 
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. 
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