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.
In uncertain times, focusing on flexibility is key
How unconstrained strategies can help investors navigate volatile environments 
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... 
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. 
Our voting intentions for 2025
Our voting intentions for the following shareholder meetings: Rio Tinto, Canadian banks, BP and Equinor ASA. 
Skirting recession
The US administration has reversed course on its most aggressive use of tariffs, but some economic damage could still lie ahead. 
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... 
Factor forecasting, recalibrated
We update some past research into expected returns and risk of factors to allow for recent experience. 
DB chart update: Long gilts
From Leith Hill to Box Hill - still hard going but smoother and less steep. 
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... 
Could Taiwanese ‘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. 
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