Insights

Our expertise available across articles, audio and video

European credit in sweet-spot amid hunt for resilience and diversity

L&G’s Ben Bennett, head of investment strategy for Asia, and Marc Rovers, head of European credit, explore how investors in Asia and globally seek to selectively capture diversified income opportunities in the region.

Flexing duration: strategies for a shifting global bond market

With the US economy exhibiting higher inflation and interest rates, dynamic duration management is a powerful – and essential – tool for global bond portfolios, according to L&Gs Ben Bennett, head of investment strategy for Asia, and Ian Hutchinson, head of global bond strategies.

Can insurers make high-quality private credit pay off?

For structural and cyclical reasons ranging from yield to long duration cashflows to diversification to capital efficiency, investment grade (IG) private credit should be increasingly appealing to insurance portfolios in Asia, says James Hayes, head of the insurance client team for L&G Asset Management.

How can platform investing be deployed to meet wider portfolio objectives?

In our first blog on operational real estate, we looked at how growth equity investing can be applied to this asset class. In our second instalment we’ll compare this style of investing to a value-add/opportunistic real estate strategy.

Applying growth equity investing to operational real estate

On the back of our recent report looking at investing in real estate operating companies, we assess how growth equity investing can be applied to operational real estate assets.

Q4 2025 Asset Allocation outlook: Calculated risks

Stay nimble, stay humble.

AFI Outlook Q4: Timing the cycle

Investors now face two very powerful competing forces: exponential AI-related capex and a slowing US economy.

The three key market biases we seek to exploit in global credit

We discuss how we tackle certain constraints embedded in bond indices on behalf of our clients.

Words of wisdom: Do famous investment sayings hold water?

Our Well-known Investment Saying Evaluation (WISE) index provides an assessment of some well-worn financial aphorisms.

Generative AI in data centres part 3: How GenAI shapes AI sovereignty and data centre investment

In part 1 of this blog series, we introduced the physical infrastructure needs for data centres that support AI. In part 2, we described how those needs could change as AI evolves. In this final instalment, we consider how capital flows for data centre investment are shaped by AI sovereignty and geopolitics, and how the evolution of GenAI will increase their impact.

More from L&G

L&G Blogs Asset Management

Our latest views on markets, investment strategy and long-term themes.

L&G Talks Asset Management: an investment management podcast

Conversations about the global economy, and how investors can take advantage of these opportunities.

Events

Find out more about the range of educational events for professional investors, as well as the industry events L&G attends.

Key risks

The value of any investment and any income taken from it is not guaranteed and can go down as well as up, and investors may get back less than the amount originally invested.
Whilst we have incorporated ESG information into investment decision making and stewardship practices, there can be no assurance that any responsible investing goals will be met.