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.
COP30 in Belém: Turning climate promises into action amid mixed progress
Why the Amazon summit matters for investors, what we learned, and where we go next. 
Podcast: Smarter DC investment strategies
Pension adequacy is becoming one of the defining challenges of the next decade. As fewer people retire with defined benefit pensions, the pressure on defined... 
From capex boom to transmission risk – AI and portfolio resilience
With AI linkages to equity and credit markets deepening, how can portfolios respond to concentration, valuation and operational risks? 
Our voting intentions for 2026
Our voting intentions at the following shareholder meetings: Edinburgh Worldwide Investment Trust 
Venezuela: What do recent events mean for markets?
Amid the recent US intervention, we assess the potential impact on markets and discuss what we are doing in portfolios. 
Countdown to 2026
As the year draws to a close, it’s that time when investors start trying to forecast what’s next… 
AI, gold and no shortage of surprises: reflecting on 2025
I reflect on the biggest themes in a year that confounded expectations and delivered opportunities and challenges in abundance. 
Is AI the answer?
While scepticism runs high, there’s potential for AI to have far bigger impact on the economy and markets than historical parallels suggest. 
Podcast: In conversation with… Amelie Chowna
In this episode, we catch up with Amelie Chowna, our newly appointed Head of Fixed Income Strategic Initiatives. 
Diversification and the global AI growth story
How a carefully constructed index, equity and or multi-asset strategy could help investors overcome the challenges posed by AI. 
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