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.
Bank of England joins the hiking party
Threadneedle Street bows to inflationary pressure in its first rate increase in over three years. 
Navigating El Niño: the implications for EMD
We believe the extreme weather event will be a story of country specific outcomes, shaped by existing macro-economic factors. 
US midterms: a political shift, not a market reset
What does the US midterm election result mean for markets? 
Why compliance carbon markets matter: Engaging through the EU ETS review
The European Union Emissions Trading System (EU ETS) is shaping company strategy, capital allocation and the economics of decarbonisation across Europe. As policymakers debate its... 
CAPE fear?
The elevated CAPE ratio is often cited as evidence that US equities have become too expensive. We examine why the relationship between valuation and future... 
Are cashflows the new growth in global high yield? Why HALO assets matter again
As the global high yield market is increasingly defined by dispersion, investors may be rewarding certainty over potential. Businesses with scarce physical assets and resilient... 
Beyond nationalisation: A partnership model for UK water?
The debate around UK water is increasingly framed as a choice between private ownership and nationalisation. We explore whether a partnership model, combining private capital... 
Quarterly engagement report: Q3 2026
Our Q3 2026 engagement report provides updates on engagement and voting across environmental, social and governance topics. 
Podcast: What AI and bond markets are telling investors – Market Talk
Ben Bennett, Chief Investment Strategist for Asia, discusses the outlook for AI, inflation and bond markets. 
Identifying the megatrend drivers of returns
Our 4D framework helps investors look through asset classes and identify the structural forces driving portfolio outcomes, revealing both opportunities and hidden concentrations in private... 
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