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.

Currency

A spoonful of sterling...

The pound weakened versus major rivals in the first half of the year, presenting us with an opportunity to look again at the idiosyncratic factors that affect its performance – and the role of foreign-currency risk in multi-asset portfolios with sterling as a base currency.  
By Willem Klijnstra

Economics

COVID-19: could Europe follow Asia in experiencing new waves?

It is possible that the virus is kept under control in Europe, but we need to prepare for the possibility that the infection spikes evident in some parts of Asia occur in Europe too.  ;
By James Carrick

Economics

Is China sticking to the trade deal with the US?

Agricultural imports provide an important insight into whether China is committed to the deal.  ;
By Magdalena Polan

Macro Matters

New home, same compelling insights from our Asset Allocation Team

Equities

Is it finally the time for value to shine?

Value stocks may be facing a ‘now or never’ moment.  ;
By Lars Kreckel

Economics

The IMF: transmission impossible?

The International Monetary Fund (IMF) is considering letting its anti-intervention orthodoxy crumble to allow countries to control capital flows and exchange rates.  ;
By Magdalena Polan

ESG and long-term themes

Is the market for hydrogen fuel just hot air?

Hydrogen is up in the air as a fuel source, but demand for alternative battery technologies is still well grounded.  ;
By Aanand Venkatramanan

Investment strategy

Investment distancing

I discuss the importance of avoiding crowded positions in a Bloomberg interview.  
By John Roe

Commodities

Gold: fading the metal’s shine

Gold has rallied strongly this year as a safe-haven asset, but its elevated price may now pose a risk for investors chasing its performance.  
By Willem Klijnstra

Fixed income

Who wants credit after the rally?

The rally in US corporate bonds presents an interesting trade for investors wary of elevated valuations in risk assets.  ;
By Tim Armitage

From the archive

Equities

Is it finally the time for value to shine?

Value stocks may be facing a ‘now or never’ moment.  ;
By Lars Kreckel

Economics

The IMF: transmission impossible?

The International Monetary Fund (IMF) is considering letting its anti-intervention orthodoxy crumble to allow countries to control capital flows and exchange rates.  ;
By Magdalena Polan

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