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.
When small parcels mean big business
For all the noise on headline tariff rates, tariffs on small packages are underdiscussed. 
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. 
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... 
DB chart update: Government bonds in focus
What do rising long-dated bond yields mean for pension schemes? 
Podcast: Unpacking unconstrained strategies
What does it mean when we say an active fixed income strategy is “unconstrained”? What difference does it make when a fund is not tied... 
Our voting intentions for 2025
Our voting intentions for the following shareholder meetings: Rio Tinto, Canadian banks, BP and Equinor ASA. 
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 ‘safe to do so’, and trustees will need to set out... 
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... 
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... 
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... 
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