Looking down on a line of rowing boats

Markteinblicke

Age-of-ai

Doing things differently: Unconstrained investing in the age of AI

We explore why we believe unconstrained strategies can take a differentiated approach to identify potential AI investment opportunities.

by Tom Farrington & Joshua Goodey

AA Q2

Q2 2026 Asset Allocation outlook: Adapting to uncertainty

The conflict in the Middle East has raised profound and unsettling questions about geopolitical and commodity market stability.

by Christopher Jeffery

AFI Outlook Q2

AA Outlook Q2 2024: Something's gotta give

AA Outlook Q2 2024: Something's gotta give

by Colin Reedie

AFI Outlook Q2

Why is this oil shock different?

How the oil price surge amid the Middle East conflict is reshaping global markets and political landscapes.

by Colin Reedie

AFI Outlook Q2

AA Outlook Q2 2024: Something's gotta give

AA Outlook Q2 2024: Something's gotta give

by Colin Reedie

Go Global

Go global: how AI is reshaping fixed income markets

Why we believe using a global lens matters when capturing potential AI opportunities within fixed income markets.

by Tom Farrington & Joshua Goodey

ETF Q2 2026

Q2 2026 ETF outlook: diversify and thrive

Our Q2 ETF outlook examines three different approaches to diversification.

by L&G’s Asset Management business

iStock

AI hype and hesitation: the case for an active approach to fixed income

Navigating narratives and uncertainties in AI-related bond issuance through active fixed income investing

by Tom Farrington & Joshua Goodey

Trucks crowd

Crowding out?

With massive issuance from governments and companies – most notably hyperscalers, is there a crowding out theme emerging in bond markets?

by Colin Reedie

2026 outlook

2026 global outlook: Risk and reward amid an AI revolution

We devote much of our outlook to tackling key questions for investors raised by this period of extraordinary technological change.

by Sonja Laud & Bill Hughes