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.
DB investors in a higher-rate world
Strategies in the UK and US are evolving to capture market opportunities. 
GDP hallucination
AI could have a profound impact on GDP and productivity. But will it show up in traditional macro indicators? 
Building resilient long-term equity portfolios
In a new whitepaper, we provide evidence that portfolios constructed to diversify across underlying return drivers have historically delivered improved risk-adjusted returns, lower volatility and... 
Buy & Maintain for DC: Redefining the role of credit in retirement outcomes
As policy and innovation increasingly focus on decumulation, is it time to rethink the role of credit in DC – from a supporting diversifier to... 
Podcast: How robotics and AI are transforming the world
Are we on the cusp of a new era of robotics? How is AI enabling machines to perform more complex tasks than ever before? And... 
Making room for the AI boom
Amid huge hyperscaler spending, tighter monetary policy could create space for AI-led growth. 
Keir Starmer resigns: implications for investors
Following the resignation of the UK Prime Minister, we examine the immediate market reaction, longer-term economic implications, and how our global rates and unconstrained bond... 
India’s withholding tax cut could unlock billions in foreign inflows
We explore the potential impact of India’s tax cuts on investor returns, and how the move reflects a broader structural tailwind for local-currency emerging market... 
Defensive equity: a DC strategy for today and tomorrow?
As defined contribution (DC) pensions mature, there is a growing focus not only on how members build their savings, but on how those savings are... 
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