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.
US Dollar
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... 
The alchemy of mania
Bubbles are hard to identify in real time, but the parabolic price rise in precious metals is showing all the hallmarks. 
Podcast: Greenland, Japanese bonds and a volatility playbook – Market Talk
Our regular update on the biggest themes shaping global markets. 
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. 
Podcast: Politics, emerging markets and gold – Market Talk
Our regular markets discussion offers an overview of the biggest topics for investors today. Podcast: Why doesn’t it feel like a bull market? Market Talk
Our regular markets discussion offers an overview of the biggest topics for investors today. Government debt and the uncertainty premium – Market Talk
Our regular markets discussion offers an overview of the biggest topics for investors today. Podcast: Interest rate expectations, US data revision and AI earnings – Market Talk
Our regular markets discussion offers an overview of the biggest topics for investors today. Podcast: a profound shift for markets
This special episode of the CIO call marks the publication of our midyear global outlook. 
Midyear global outlook: Gravity defied – for now
Even though many markets have recovered poise since the recent volatility spike, they remain vulnerable to further shocks and crucial long-term questions for investors persist. 
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