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

Inflation: money and the new supply-side economics

It’s not an imminent concern, but eventually central banks may be surprised by how much they have to do to control inflation.  
By Alex Mack

Investment strategy

My kingdom for an index-linked gilt

Following the recent 2051 index-linked gilt syndication, we look at how supply and demand is affecting inflation valuations in light of RPI reform.  ;
By Robert Pace

Equities

Simply the best…

Companies with a sustainable competitive advantage in a growing market, which generate free cash flow to invest in further growth? They’re worth singing about.  ;
By Gavin Launder

Macro Matters

New home, same compelling insights from our Asset Allocation Team

Investment strategy

Does lifting lockdown mean lifting markets?

Progress towards easing COVID-19 restrictions is good news for the economy and society. But it has different implications for different asset prices.  ;
By John Roe

ESG and long-term themes

Sustainability is a marathon without a finish line

If 2020 represented a year of recognition for the importance of environmental, social, and governance (ESG) principles, then 2021 is widely expected to be a year of corporate action.  ;
By Matthew Courtnell

Economics

US economic expansion: resumed or reset?

The pandemic has helped reset the US economic cycle, but perhaps not as completely as expected. Here, we examine our recession indicators to see how quickly the cycle is progressing.  ;
By Tim Drayson

Fixed income

Where did all the yield go?

High-yield bonds can still have a role to play in investors’ search for income.  
By Martin Reeves

Investment strategy

COVID-19: vaccinations vs mutations

How can investors reconcile the encouraging news on vaccination rates with concerns about new strains of the virus?  
By James Carrick

Investment strategy

A hole in the inflation balloon?

Markets are increasingly pricing in a breakout in US inflation. On Bloomberg TV, I explain why we’re sceptical about that, despite high conviction in strong growth from the second quarter onwards.;
By John Roe

From the archive

Investment strategy

Does lifting lockdown mean lifting markets?

Progress towards easing COVID-19 restrictions is good news for the economy and society. But it has different implications for different asset prices.  ;
By John Roe

ESG and long-term themes

Sustainability is a marathon without a finish line

If 2020 represented a year of recognition for the importance of environmental, social, and governance (ESG) principles, then 2021 is widely expected to be a year of corporate action.  ;
By Matthew Courtnell

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