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.

Future you
Responsible investing and long-term themes

Should pension education become part of workplace training?

Automatic enrolment has transformed pension participation in the UK. But with millions still at risk of an inadequate retirement, could the workplace hold part of...
Jayesh Patel
By  Jayesh Patel
16 Oct 2026
4 min read
data centres
Fixed income

Navigating the AI financing cycle: When does capex become self-funding?

As hyperscalers invest heavily in infrastructure, debt markets are helping bridge the gap between today's spending and tomorrow's cash flows.
John Daly
By  John Daly
16 Oct 2026
4 min read
L&G talks
Investment strategy

What do the terms OCIO and fiduciary management actually mean?

Our Head of Delegated Solutions, Tim Dougall, offers his insights into what’s driving increased interest in fiduciary management and OCIO among UK pension schemes.
L&G’s Asset Management businessTim Dougall
By  L&G’s Asset Management business & Tim Dougall
15 Oct 2026
1 min read
TwoMarkets main2
Markets and economics

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?
Mo Mahmoud
By  Mo Mahmoud
14 Oct 2026
5 min read
French flag
Fixed income

France’s fiscal problem: chronic or acute? The debate driving European rates

As France's fiscal challenges deepen, investors face a crucial question: is this a lingering vulnerability or the start of a broader Eurozone stress event?
Simon BellRadha Mathur
By  Simon Bell & Radha Mathur
14 Oct 2026
4 min read
500mm blog main
Investment strategy

Minimum issue screens in global aggregate bond indices: a cost/benefit analysis

Our analysis indicates potential investability benefits, based on fewer holdings and lower estimated implementation costs with minimal diversification, currency exposure and risk trade-offs.
Ryan Clatworthy
By  Ryan Clatworthy
13 Oct 2026
5 min read
Q4 ETF 2026 blog
Investment strategy

Q4 2026 ETF outlook: getting more from core

Amid rapid shifts in market leadership and geopolitical uncertainty, attention is returning to core exposures.
Elena Cardella
By  Elena Cardella
12 Oct 2026
1 min read
Windmills and lamps
Responsible investing and long-term themes

Clean power infrastructure: Energy security moves to the foreground

In this update, we explore how disruption to global energy flows potentially bolsters a case for taking a less homogeneous approach to related infrastructure.
Dr. James Tyrrell
By  Dr. James Tyrrell
12 Oct 2026
4 min read
New lens
Investment strategy

Webinar: The rise of the total portfolio approach: a new lens for pension investing

The Total Portfolio Approach (TPA) is gaining attention as institutional investors seek to make more joined-up decisions, assess risks across asset-class boundaries, and focus portfolios...
L&G’s Asset Management business
By  L&G’s Asset Management business
09 Oct 2026
1 min read
tape measure
Private Markets

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...
Kyle McGibbonMatthew Taylor
By  Kyle McGibbon & Matthew Taylor
09 Oct 2026
4 min read

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