Will Confidence Crack?
Investment Outlook
Confidence is everything, until it’s not. This past quarter was a textbook example of how investor confidence can endure in the face of mounting contradictions.
About us
L&G's Asset Management business is a major global investor across public and private markets, with $1.533 trillion in AUM.* Our clients include individual savers, pension scheme members and global institutions.
We provide investment solutions from index-tracking and active funds to liquidity and liability-based risk management strategies.
Our investment philosophy and processes are focused on creating value over the long term. We believe that incorporating financially material sustainability criteria, when relevant to our clients, can create value and drive positive change. This reflects L&G’s purpose: ‘Investing for the long term. Our futures depend on it.’
Our capabilities
Insights
Amid Global Uncertainty, What Role Can EMD Play in Insurance Portfolios?
Emerging market debt (EMD) has become a fixture in insurance general account portfolios, with investors drawn in by the possibility of a capital-adjusted return pickup and potential diversification benefits. It can also fit well into insurers’ asset liability management. However, it is not a case of one-size-fits-all.
In the Age of Surplus, Invest Like an Insurer
Investing like an insurer can potentially help plan sponsors preserve funding levels and grow a surplus, while retaining flexibility to pivot to a pension risk transfer down the road.
A Framework for Public Pensions Navigating a Liquidity Squeeze
Managing public pension plans in turbulent markets can be a challenge, especially when funding levels and cash flow pressures dictate tough decisions. In this piece, we introduce an investment framework to help with navigating a liquidity squeeze.
News and media
L&G Acquires Lynnfield Commons Outside Boston
As L&G continues to build out its international footprint, its Private Markets platform announced that it has acquired Lynnfield Commons in Lynnfield, Massachusetts, through its dedicated US investment arm. The transaction, completed in partnership with Taurus Investment Holdings, LLC, demonstrates L&G’s continued momentum in growing its US real estate capabilities and achieving scale globally for its Private Markets platform.
Revanta Pawar Featured in The Journal of Portfolio Management
The Journal of Portfolio Management interviewed Revanta Pawar for their latest Asset Manager Perspectives publication. The interview covers the daily portfolio management of the firm’s multi-asset strategies, provides an update on derivatives and the current market environment, as well as shares qualities and advice for junior portfolio managers.
Anthony Woodside Quoted in Reuters
Anthony Woodside, CFA, FRM, Head of Multi-Sector Fixed Income & Investment Strategy, was quoted in a recent Reuters article. The article discusses Moody's recent downgrade of America's pristine sovereign credit rating and how it may be intensifying investor worry about the US’s fiscal path.
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*Global AUM as of June 30, 2025. Assets tallied biannually. “Global AUM” aggregates the assets managed by Legal & General Investment Management Ltd. ("LGIM"), Legal & General Investment Management America, Inc. ("LGIMA"), Legal & General Investment Management Asia Limited (“LGIM Asia”) and LGIM Singapore Pte. Ltd. (“LGIM Singapore”). The AUM includes the value of securities and derivatives positions. AUM figures converted using the spot rate at the relevant date.
The material in this presentation regarding L&G – Asset Management, America is confidential, intended solely for the person to whom it has been delivered and may not be reproduced or distributed. The material provided is for informational purposes only as a one-on-one presentation and is not intended as a solicitation to buy or sell any securities or other financial instruments or to provide any investment advice or service. Where applicable, offers or solicitations will be made only by means of the appropriate Fund’s confidential offering documents, including related subscription documents (collectively, the “Offering Materials”) that will be furnished to prospective investors. Before making an investment decision, investors are advised to carefully review the Offering Materials, and to consult with their tax, financial and legal advisors. L&G – Asset Management, America does not guarantee the timeliness, sequence, accuracy or completeness of information included. The information contained in this presentation, including, without limitation, forward looking statements, portfolio construction and parameters, markets and instruments traded, and strategies employed, reflects L&G – Asset Management, America’s views as of the date hereof and may be changed in response to L&G – Asset Management, America’s perception of changing market conditions, or otherwise, without further notice to you. Accordingly, the information herein should not be relied on in making any investment decision, as an investment always carries with it the risk of loss and the vulnerability to changing economic, market or political conditions, including but not limited to changes in interest rates, issuer, credit and inflation risk, foreign exchange rates, securities prices, market indexes, operational or financial conditions of companies or other factors. Past performance should not be taken as an indication or guarantee of future performance and no representation, express or implied, is made regarding future performance or that L&G – Asset Management, America’s investment or risk management process will be successful.
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