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.

Investment strategy

Sticky bubble gum

Equity markets are grinding higher, but are they approaching bubble territory?  
By Emiel van den Heiligenberg

Investment strategy

Waiting for pensions’ industrial revolution

In the third of our blogs on retirement choices in 2021, we explain why pension providers need to make understanding their members’ business, their business.  ;
By SuAnn Song

Economics

Home schooling

The ‘peak growth’ narrative is gaining traction. Can faltering US home sales teach us anything about US growth prospects?  ;
By Tim Drayson

Macro Matters

New home, same compelling insights from our Asset Allocation Team

Investment strategy

Cycle kilter, qu’est-ce que c’est?

With the US having emerged from its pandemic-induced recession in record time, we review our scenario planning to gauge whether the typical economic cycle has been knocked out of kilter and assess the likely implications for US equities and government debt.  ;
By Josh Logan

ESG and long-term themes

Moving gender up the retirement agenda

During 2020, we took a closer look at the impact of gender on retirement outcomes. In particular, we investigated whether being male or female has any bearing on what you can expect in your pension pot at retirement.  ;
By SuAnn Song

Equities

Learning from earning season

So far, most companies that have reported second-quarter earnings have beaten analyst expectations. We believe this has two key macro implications for investors.  ;
By Lars Kreckel

Investment strategy

Skin in the game: does it matter?

In April, the Securities and Exchange Board of India (SEBI) took a bold step: mandating that key employees of asset managers invest about 20% of their salary in the schemes they run or oversee. A direct order to fund managers to have skin in the game!  
By Emiel van den Heiligenberg

Real assets

Commercial property and inflation: hedging your bets

As the rhetoric around inflation has increased, so too has scrutiny around commercial property – an asset class typically perceived to offer an inflation hedge.  
By Bill Page

Investment strategy

Are annuities good value for money?

Some people presume that annuities offer bad value for money, but is this really true? In this blog, we investigate what it really takes to beat an annuity.  ;
By John Southall

From the archive

Investment strategy

Cycle kilter, qu’est-ce que c’est?

With the US having emerged from its pandemic-induced recession in record time, we review our scenario planning to gauge whether the typical economic cycle has been knocked out of kilter and assess the likely implications for US equities and government debt.  ;
By Josh Logan

ESG and long-term themes

Moving gender up the retirement agenda

During 2020, we took a closer look at the impact of gender on retirement outcomes. In particular, we investigated whether being male or female has any bearing on what you can expect in your pension pot at retirement.  ;
By SuAnn Song

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