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.

ESG and long-term themes

Welcome to the LGIM Blog

The current crisis makes collaboration across different investment capabilities and areas of our business more important than ever. Our new blog will bring together all LGIM’s insights and research in one convenient place for you.  
By Sonja Laud

Economics

Looking for a truer picture of COVID-19 infection rates

Despite a rapid escalation in the number of reported cases, there remains great uncertainty as to the real number of COVID-19 infections in society. We look at possible ways to arrive at a more accurate figure.  ;
By Francis Chua

Equities

The earnings outlook in a recession

Our modelling of US corporate earnings suggests we will see a significant decline in the quarters ahead, but there are some grounds for optimism relative to previous crises.  ;
By Lars Kreckel

Macro Matters

New home, same compelling insights from our Asset Allocation Team

Economics

Looking for a truer picture of COVID-19 infection rates

Despite a rapid escalation in the number of reported cases, there remains great uncertainty as to the real number of COVID-19 infections in society. We look at possible ways to arrive at a more accurate figure.  ;
By Francis Chua

ESG and long-term themes

Welcome to the LGIM Blog

The current crisis makes collaboration across different investment capabilities and areas of our business more important than ever. Our new blog will bring together all LGIM’s insights and research in one convenient place for you.  ;
By Sonja Laud

Equities

The earnings outlook in a recession

Our modelling of US corporate earnings suggests we will see a significant decline in the quarters ahead, but there are some grounds for optimism relative to previous crises.  ;
By Lars Kreckel

Economics

The Fast and Furious Federal Reserve

The fiscal and monetary response to the COVID-19 pandemic has been fast and furious. Nowhere has that pivot been more dramatic than at the US Federal Reserve. In troubled times, we shouldn’t have any doubt about the Fed’s ability and willingness to fix the cracks in the Treasury market.
By Christopher Jeffery

Equities

Looking beyond the equity bounce

The stock market rallied strongly this week, but investors must ask themselves whether this is sustainable amid the economic downturn.
By Emiel van den Heiligenberg

Economics

Should investors expect asymptomatic relief?

Concern about COVID-19 continues to grow, but as disciplined investors we must consider the potential for sudden shifts in market sentiment. Could greater understanding of asymptomatic infected individuals be such a catalyst?;
By Martin Dietz

From the archive

Equities

Looking beyond the equity bounce

The stock market rallied strongly this week, but investors must ask themselves whether this is sustainable amid the economic downturn.;
By Emiel van den Heiligenberg

Economics

The Fast and Furious Federal Reserve

The fiscal and monetary response to the COVID-19 pandemic has been fast and furious. Nowhere has that pivot been more dramatic than at the US Federal Reserve. In troubled times, we shouldn’t have any doubt about the Fed’s ability and willingness to fix the cracks in the Treasury market.;
By Christopher Jeffery

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