Disclaimer: Views in this blog do not promote, and are not directly connected to any Legal & General Investment Management (LGIM) product or service. Views are from a range of LGIM investment professionals and do not necessarily reflect the views of LGIM. For investment professionals only.

A sector approach: UK real estate in 2025
With Januaryās bond yield-led volatility calming down, we take stock of real estate as an asset class, looking at which sub-sectors might be of interest... 
President Trumpās first couple of weeks: market implications
It has been a head-spinning few days for anyone following the policy announcements of the new US administration, with threats of tariffs for Canada, Mexico... 
President Trumpās first couple of weeks: economic implications
The White Houseās policy agenda has been in overdrive since inauguration. Consensus expects the agenda to support US growth. We see significant downside risks to... 
Unlocking surplus in the endgame
What key trade-offs do schemes need to weigh up as they choose to run on and target benefit uplifts for members? 
Research and Active Engagement: Surveying the UK water sector
2024 was not a banner year for British water providers. Could a new package from the regulator allow the sector to move on? 
Podcast: Should investors hedge forex risk?
Ahead of the release of an in-depth research paper, John Southall, Head of Strategic Research in our Asset Allocation team, delves into FX hedge ratios. 
Income and impact: Opportunities in affordable housing
Why we see a potential opportunity for private institutional capital to work in partnership with the public sector to address the UKās affordable housing needs. 
Emerging market debt: Will strong fundamentals drive resilience?
Compared to the beginning of the last Trump administration, we think emerging markets are well positioned to overcome potential challenges. 
Whoās afraid of DeepSeek?
The Chinese firmās groundbreaking R1 AI model challenges many assumptions on the state of the technology. 
No more natural guard rails?
Lessons from the new DB funding code. Recommended content for you
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