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.

Unconstrained AFI
Investment strategy

In uncertain times, focusing on flexibility is key

How unconstrained strategies can help investors navigate volatile environments
Matthew ReesTom Farrington
By  Matthew Rees, Tom Farrington
20 May 2025
3 min read
Tariffs securitised
Investment strategy

What could US tariffs mean for US securitised?

Following the much-anticipated Liberation Day announcement, the market has experienced significant changes and the effective US tariff rate has increased dramatically. What are the implications...
Azima CrumptonJohn DalyActive Fixed Income team
By  Azima Crumpton, John Daly, Active Fixed Income team
19 May 2025
4 min read
cyber security
ESG and long-term themes

UK retailer cyber attacks – hackers are always one step ahead

A string of high-profile attacks against household names underscores the ever-increasing need for effective defences against cyber attackers.
Aude Martin
By  Aude Martin
19 May 2025
3 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
19 May 2025
3 min read
Skirting recession
Markets and economics

Skirting recession

The US administration has reversed course on its most aggressive use of tariffs, but some economic damage could still lie ahead.
Tim Drayson
By  Tim Drayson
15 May 2025
4 min read
World data information
ESG and long-term themes

How index sovereign debt strategies can meet the challenges of an increasingly fragmented world

We explain how methodical assessment of geopolitical risk can be integrated into index sovereign debt strategies and examine how potential issues such as wealth bias...
Ryan Clatworthy
By  Ryan Clatworthy
14 May 2025
4 min read
Factor revisit
Investment strategy

Factor forecasting, recalibrated

We update some past research into expected returns and risk of factors to allow for recent experience.
John SouthallDash TanAsset Allocation team
By  John Southall, Dash Tan, Asset Allocation team
14 May 2025
5 min read
Box Hill
Fixed income

DB chart update: Long gilts

From Leith Hill to Box Hill - still hard going but smoother and less steep.
Robert Pace
By  Robert Pace
13 May 2025
3 min read
dear dip
Markets and economics

Chart of the month: Don’t fear the dip?

Major falls in global stock markets often dominate the headlines. They fuel panic and confusion, potentially leading to rash decisions by investors. But how long...
Isabella Hughes
By  Isabella Hughes
12 May 2025
2 min read
taiwan sun
Fixed income

Could Taiwanese ā€˜lifers’ face risks from the sharp rise in the Taiwan dollar?

Taiwanese life insurance companies that run large currency mismatches on their balance sheets are grappling with the impact of a rapidly appreciating New Taiwan dollar.
Jason Tan
By  Jason Tan
12 May 2025
3 min read

Recommended content for you

Learn more about our business

We are one of the world's largest asset managers, with capabilities across asset classes to meet our clients' objectives and a longstanding commitment to responsible investing.

Image of London skyscrapers

Sign up for blog email alerts

Receive the latest articles in a weekly digest by registering via the email preference centre