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

Grant expectations: what the EU recovery fund signals

Some may be underwhelmed by the details, but the fund represents a significant development for the longer term, with important implications for ‘peripheral’ risk.  
By Hetal Mehta

Investment strategy

From markets to management: a podcast with Emiel

An interview on everything from markets to management  ;
By Emiel van den Heiligenberg

Economics

Special situations: the US, China, and Hong Kong

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

Macro Matters

New home, same compelling insights from our Asset Allocation Team

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

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

From the archive

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

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