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
A tale of two markets
What should investors make of an environment in which long-term government bond yields are at their highest in a generation, yet stocks keep climbing? 
Short-term alternative finance in a more volatile rate environment: Benefitting from complexity
Against a somewhat turbulent macro picture, this blog lays out how short-term alternative finance, a collection of private short-dated asset-backed finance (ABF) such as capital... 
How is UK real estate positioned given continued volatility?
Our recent research on the UK real estate sector set out our views for the asset class. Here, we offer more context on how to... 
Podcast: In the room – how investment decisions are made
What really drives an investment decision and what happens before a trade ever reaches your portfolio? 
Why is this oil shock different?
How the oil price surge amid the Middle East conflict is reshaping global markets and political landscapes 
Energy shocks and geopolitical volatility: What the Middle East conflict has meant for private markets
In this blog we assess the impact the conflict in the Middle East has had on private markets and the outlook for these assets. 
Podcast: Prepare don’t predict – tackling geopolitical uncertainty
We can’t predict how geopolitical events unfold, but how do investors adapt to market stress and maintain portfolios that remain robust regardless of the headlines? 
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... Recommended content for you
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