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.

Economics

Is China sticking to the trade deal with the US?

Agricultural imports provide an important insight into whether China is committed to the deal.  
By Magdalena Polan

Equities

Is it finally the time for value to shine?

Value stocks may be facing a ‘now or never’ moment.  ;
By Lars Kreckel

Economics

The IMF: transmission impossible?

The International Monetary Fund (IMF) is considering letting its anti-intervention orthodoxy crumble to allow countries to control capital flows and exchange rates.  ;
By Magdalena Polan

Macro Matters

New home, same compelling insights from our Asset Allocation Team

ESG and long-term themes

Is the market for hydrogen fuel just hot air?

Hydrogen is up in the air as a fuel source, but demand for alternative battery technologies is still well grounded.  ;
By Aanand Venkatramanan

Investment strategy

Investment distancing

I discuss the importance of avoiding crowded positions in a Bloomberg interview.  ;
By John Roe

Commodities

Gold: fading the metal’s shine

Gold has rallied strongly this year as a safe-haven asset, but its elevated price may now pose a risk for investors chasing its performance.  ;
By Willem Klijnstra

Fixed income

Who wants credit after the rally?

The rally in US corporate bonds presents an interesting trade for investors wary of elevated valuations in risk assets.  
By Tim Armitage

Investment strategy

Does diversification fail us?

An increase in correlations during downturns may make diversification less attractive, but this doesn’t make it useless.  
By Jonathan Joiner

ESG and long-term themes

How COVID-19 may supercharge demand for electric vehicles

Economic lockdowns have stopped many people from buying new cars, but against this challenging backdrop electric vehicles have gained market share.  ;
By James Odemuyiwa

From the archive

ESG and long-term themes

Is the market for hydrogen fuel just hot air?

Hydrogen is up in the air as a fuel source, but demand for alternative battery technologies is still well grounded.  ;
By Aanand Venkatramanan

Investment strategy

Investment distancing

I discuss the importance of avoiding crowded positions in a Bloomberg interview.  ;
By John Roe

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