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.
Volatility
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... 
Is ‘timing the market’ applicable for private markets?
In this blog post, we look at whether short-term volatility can create an attractive entry point for private market investments, despite the long-term nature of... 
Podcast: a profound shift for markets
This special episode of the CIO call marks the publication of our midyear global outlook. 
Podcast: How to tackle equity market concentration risk
With market volatility front of mind in 2025, we explore equity market concentration risk and what can be done to mitigate it. 
Chart of the month: Don’t fear the dip?
Major falls in global stock markets often dominate the headlines. They fuel panic and confusion, potentially leading to rash decisions by investors. But how long... 
A new era dawns
Our longstanding thesis of a market vulnerable to shocks has been confirmed, allowing us to take profits on several dynamic positions. 
From trade to trends: Unpacking market behaviour
How can recent market volatility be assessed through the broader historical patterns of market behaviour? 
Navigating the UK REIT market: The impact of interest rates and valuations
With central banks beginning to cut rates and inflation moderating, the REIT market appears to be at an inflection point. Now seems an opportune moment... 
What does bond yield volatility mean for private credit?
The start of 2025 saw investors having to grapple with significant market volatility. For private credit, we see no reason to panic at this stage... 
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