Markets Recon

Part of L&G

L&G

The archive

Their research,
newest first.

Title Topics Published Actions
Q4 2026 Asset Allocation outlook: Navigating crosscurrents
Q4 2026 ETF outlook: getting more from core
Beyond the dollar: Why euro credit is becoming a global opportunity
Podcast: What’s behind the global bond selloff? Market Talk
Private Markets in Q3: Introducing our scorecards
The toy box portfolio for charities and endowments
Higher long-term Treasury yields in context
Mind the cap(ex): why sterling credit may be less exposed to the AI debt wave
Positives and negatives: what’s fuelling moves in battery value-chain equities?
EMD: Navigating geopolitics, rates volatility and valuations in a changing global regime
Is AI taking our jobs yet?
Who governs access? GLP-1 medicines and the new stewardship challenge
Quarterly engagement report: Q2 2026
UK equities: political churn, corporate conviction
Scarce no more: RBI swap window revives Indian IG supply
Private markets in Q3: Decoding the headlines
Investment opportunities: Frontier market equity
AI: A new division of labour?
Where next for clean energy equities?
UK Real Estate: Controlling the controllable
The time horizon dilemma
Midyear global outlook 2026
Q2 2026 Asset Allocation outlook: Adapting to uncertainty
Q2 2026 ETF outlook: diversify and thrive
2026 global outlook: Risk and reward amid an AI revolution

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