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

Special situations: the US, China, and Hong Kong

What happens if the US withdraws Hong Kong’s special status?  
By Erik Lueth

ESG and long-term themes

Strengthening the foundations for sustainable investment

A defining moment for non-financial disclosures  ;
By Alexander Burr

Equities

Companies in crisis: finding opportunities in volatile times

Amid COVID-19 and the economic shutdown, the outlook for global companies has been uncertain, leaving many investors unsure which companies will emerge as the winners and losers in the long term.  ;
By Nigel Masding

Macro Matters

New home, same compelling insights from our Asset Allocation Team

Economics

Italy: the mountain and the pebble

I discuss Italy and the ECB on CNBC.  ;
By Christopher Jeffery

Economics

On your masks: a vital tool in the race to re-open economies

If economies are to re-open without creating a second wave of COVID-19, we should not let our masks slip.  ;
By James Carrick

Investment strategy

When risk is literally ‘off the charts’

A look at what our ‘Turbulence In Markets’ monitor is telling us  ;
By Tim Armitage

ESG and long-term themes

Time to be bold and green

Policymakers must put the climate emergency at the heart of their COVID-19 stimulus packages.  
By Alexander Burr

Economics

The disunited states risk a second wave of COVID-19

The evidence suggests that some states in the US are easing their lockdowns before they have passed peak coronavirus levels.  
By James Carrick

Fixed income

Fixed income’s balancing act

Bond investors must weigh the current market interventions by central banks alongside the longer-term outlook for the economy.  ;
By Colin Reedie

From the archive

Economics

Italy: the mountain and the pebble

I discuss Italy and the ECB on CNBC.  ;
By Christopher Jeffery

Economics

On your masks: a vital tool in the race to re-open economies

If economies are to re-open without creating a second wave of COVID-19, we should not let our masks slip.  ;
By James Carrick

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