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

How sensitive is the US to higher rates?

The surprise for markets may be less around the timing of the Fed’s lift-off, and more the magnitude of rate hikes required to cool a potentially overheating economy.  
By Tim Drayson

Fixed income

What’s in a name? There’s more than the pound in sterling credit

A rose by any other name may smell as sweet, but in the investment-grade world, UK credit and GBP credit are not the same thing.  ;
By Corinne Lewis-Reynier

ESG and long-term themes

The UK’s new roadmap for sustainable investing

We reflect on the newly released Roadmap to Sustainable Investing in the UK.  ;
By Alexander Burr

Macro Matters

New home, same compelling insights from our Asset Allocation Team

ESG and long-term themes

The UK’s new roadmap for sustainable investing

We reflect on the newly released Roadmap to Sustainable Investing in the UK.  ;
By Alexander Burr

Investment strategy

How office valuations are staying steady amid working from home

During the first lockdown, it seemed as though working from home was going to be the future. The evolution of hybrid work trends suggests less reason for pessimism about the future of the office.;
By Alex Moss

Fixed income

EMD expansion: from BRICs to Philippines, Ukraine, Kazakhstan & Egypt

We believe the Philippines, Ukraine, Kazakhstan and Egypt are heading towards inclusion in major local-currency emerging-market bond indices. Just don’t give them an acronym!  ;
By Malcolm McCabe

Investment strategy

Inflation: sticky or structural?

Are we heading for the distress flares of the 70s or will the deflationary forces of recent years win through?  
By John Roe

Economics

UK furlough fears fading

The UK’s furlough scheme has now ended. There’s still no sign of labour-market stress in Google searches, suggesting limited slack in the post-Brexit UK labour market. We believe this keeps the door open for a rate hike this year if the Bank of England wants to tighten policy pre-emptively to keep inflation expectations in check.  
By James Carrick

Fixed income

Indian government bonds: completing the BRIC wall in local EMD

We believe India is soon likely to be included in broad local-currency emerging-market bond indices. We analyse the implications for EMD index investors.  ;
By Malcolm McCabe

From the archive

ESG and long-term themes

4 tips for integrating ESG into LDI

Following our recent blog on ESG considerations in buy and maintain credit, we look at how to bring ESG more effectively into LDI mandates.  ;
By Anne-Marie Morris (née Cunnold)

Investment strategy

How office valuations are staying steady amid working from home

During the first lockdown, it seemed as though working from home was going to be the future. The evolution of hybrid work trends suggests less reason for pessimism about the future of the office.;
By Alex Moss

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