Ben Bennett, Chief Investment Strategist for Asia, examines one of the market's biggest puzzles: why equity markets continue to shrug off rising bond yields, elevated oil prices and tightening…
The AI investment story is evolving beyond today's market leaders. Economist Matthew Rodger and Portfolio Manager in our Active Equities team Ewan Bowerbank discuss whether open-weight models could…
Ben Bennett, Head of Investment Strategy Asia, shares his thoughts on what higher rates could mean for inflation, equities and bond markets. He also explores diverging central bank policies, whether…
L&G’s James Giblin, Fund Manager, and Dorian Squires, Investment Director at Apollo Investment Management, go beyond performance numbers to explore the people, processes and partnerships that sit…
Ben Bennett, Head of Investment Strategy Asia, shares his thoughts on how higher long-end yields shaping cross-asset performance. Also on the agenda is Japanese yen strength, the outlook for oil and…
In this episode of L&G Talks, Ian Hutchinson, Head of Global Bond Strategies and Radha Mathur, Fixed Income Investment Specialist explore why global credit is back on investors’ radar. They discuss…
For most DC savers, the default fund is their pension journey. Yet behind what appears to be a simple member experience sits a complex set of investment, behavioural and regulatory decisions.In this…
Retiring the 4% rule: Decumulation demystifiedThe 4% drawdown rule forms the basis of many advisers’ decumulation propositions. Where there was once complexity – and expensive portfolio analysis – the…
A flood of ‘responsible investment’ funds into the market has caused some confusion in the press about what kinds of companies should be included or excluded from these products. Jeannette Andrews,…
Shops, offices and sheds: the three cornerstones of commercial property investment. But now property investors are starting to increase allocations to alternative sectors in search of income…
