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.
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. 
Could exposure to securitised credit enhance portfolios?
Despite being a huge market, US securitised debt is often overlooked by investors. We ask whether adding exposure to the asset class could help improve... 
CAMERA: currency assumptions in focus
There’s no ‘right’ answer, but it’s important to understand the impact of different approaches on long-term return forecasts. 
Podcast: What’s driving the recovery? Market Talk
Ben Bennett plots the path of interest rates in the US and UK, examines the factors driving the equity market rebound, and explains why possible... 
Active Ownership 2024
Active ownership means striving to create sustainable value for our clients. Our new report details how we sought to do this within our Asset Management... Recommended content for you
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