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.

Fixed income

What’s £50 billion between friends?

An update on recent UK market events and what they mean for investors  
By Robert Pace

ESG and long-term themes

ESG reporting in Europe: is the proposed CSRD a ‘friend’ or ‘foe’?

Our thoughts on the proposed Corporate Sustainability Reporting Directive  ;
By Alexander Burr

Currency

A franc investigation into ‘defensive’ currencies

With the case for sovereign bonds in a multi-asset portfolio seeming weaker, what can investors do? We examine the usefulness of so-called defensive currencies as a replacement strategy.  ;
By Willem Klijnstra

Macro Matters

New home, same compelling insights from our Asset Allocation Team

Currency

A franc investigation into ‘defensive’ currencies

With the case for sovereign bonds in a multi-asset portfolio seeming weaker, what can investors do? We examine the usefulness of so-called defensive currencies as a replacement strategy.  ;
By Willem Klijnstra

Investment strategy

Cryptocurrencies: what investors need to know about Bitcoin and others

Can investors afford to ignore Bitcoin or other cryptocurrencies any longer?  ;
By Simon Bell

ESG and long-term themes

Why gender diversity in Japan’s boardrooms should matter to investors

A year ago, we extended our voting policy on female representation on boards to Japan; in this blog post, we explain why the issue matters.  ;
By Aina Fukuda

ESG and long-term themes

Cheetahs, cheaters, and sustainability

Sustainability isn’t just about wildlife and the environment; I believe it’s also essential for investors seeking long-term returns.  
By Matthew Kemp

Fixed income

Gilt market outlook: all that glitters?

We reappraise gilt markets following the substantial yield increases in early 2021, and look at the risks and opportunities that lie ahead.  
By Mitul Patel

Investment strategy

Staying the course

With record amounts of stimulus still gushing through global markets, and the economic cycle at a relatively early stage, we remain positive on risk assets.  ;
By Emiel van den Heiligenberg

From the archive

Investment strategy

Cryptocurrencies: what investors need to know about Bitcoin and others

Can investors afford to ignore Bitcoin or other cryptocurrencies any longer?  ;
By Simon Bell

Fixed income

Gilt market outlook: all that glitters?

We reappraise gilt markets following the substantial yield increases in early 2021, and look at the risks and opportunities that lie ahead.  ;
By Mitul Patel

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