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.

small parcel
Economics

When small parcels mean big business

For all the noise on headline tariff rates, tariffs on small packages are underdiscussed.
Matthew Rodger
By  Matthew Rodger
19 Jun 2025
4 min read
L&G Talks
Investment strategy

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.
L&G’s Asset Management business
By  L&G’s Asset Management business
19 Jun 2025
1 min read
congestion 1
Economics

What can the London congestion charge teach us about tariffs?

Congestion charges and tariffs are very different in design, but both are attempts to use taxes to change economic behaviour. What can we learn from...
Christopher Jeffery
By  Christopher Jeffery
18 Jun 2025
4 min read
db bond
Investment strategy

DB chart update: Government bonds in focus

What do rising long-dated bond yields mean for pension schemes?
Robert Pace
By  Robert Pace
16 Jun 2025
4 min read
L&G Talks
Investment strategy

Podcast: Unpacking unconstrained strategies

What does it mean when we say an active fixed income strategy is ā€œunconstrainedā€? What difference does it make when a fund is not tied...
L&G’s Asset Management business
By  L&G’s Asset Management business
13 Jun 2025
1 min read
780-x-467-office-and-window.jpg
ESG and long-term themes

Our voting intentions for 2025

Our voting intentions for the following shareholder meetings: Rio Tinto, Canadian banks, BP and Equinor ASA.
Investment Stewardship team
By  Investment Stewardship team
13 Jun 2025
3 min read
surplus extraction
Investment strategy

Surplus extraction is here: What should DB schemes do now?

The government is making it easier for well-funded DB schemes to release surplus, when ā€˜safe to do so’, and trustees will need to set out...
Mathew Webb
By  Mathew Webb
12 Jun 2025
6 min read
Battery-grid-storage ryu
ESG and long-term themes

When the lights went out: Spain’s blackout and the future of energy resilience

The power cut highlighted that renewables may leave energy networks vulnerable to grid disruption, and the critical role of battery storage and smart grids in...
Shichen Zhao
By  Shichen Zhao
11 Jun 2025
Compass and map
Markets and economics

Navigating the Private Markets landscape in 2025 (so far)

Like other asset classes, Private Markets have had to navigate a 2025 strewn with macro uncertainty. Here, we look at assets we believe are screening...
Robin MartinLushan Sun
By  Robin Martin, Lushan Sun
10 Jun 2025
4 min read
uncertain US1
Markets and economics

Tariffs: How to manage portfolio uncertainty

Significant uncertainty remains about the outcomes of tariffs, and it’s hard to have an edge on forecasting this. However, are there approaches that multi-asset investors...
Christopher Teschmacher
By  Christopher Teschmacher
09 Jun 2025
5 min read

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