Hydrogen economy: widespread adoption or niche solution?
ESG and long term themes

Hydrogen economy: widespread adoption or niche solution?

In the second of a two-part blog on the hydrogen economy, we look at the economics of hydrogen us...

By John DalyCharlie Miller

09 Aug 2022

3 min read

Macro Matters

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Hydrogen: preferred pathway or just hot air?
ESG and long term themes

Hydrogen: preferred pathway or just hot air?

In the first of a two-part blog on the hydrogen economy, we look at the economics of production,...
By John DalyCharlie Miller
05 Aug 2022
3 min read
Putting cash in its place: segmentation in a rising yield environment
John Wherton
Investment strategy

Putting cash in its place: segmentation in a rising yield environment

Rising interest rates and inverted yield curves mean investors are looking to their cash...
By John Wherton
04 Aug 2022
2 min read
Gilt yields: Are we there yet?
Markets and economics

Gilt yields: Are we there yet?

Multi-year highs in gilt yields may provide opportunities for DB schemes to increase their...

By Giles Robinson

03 Aug 2022

4 min read

Is the ECB’s new ‘anti-fragmentation’ tool up to the job?
Hetal Mehta
Markets and economics

Is the ECB’s new ‘anti-fragmentation’ tool up to the job?

As the ECB's trilemma comes to a head, we review its new tool for managing the crisis in southern...
By Hetal Mehta
01 Aug 2022
5 min read
Keeping in step with your LDI portfolio
Mark Johnson
Investment strategy

Keeping in step with your LDI portfolio

The implications of inflation and volatile markets for LDI portfolio holders are clear, but...
By Mark Johnson
01 Aug 2022
3 min read
Pick of the pod: your monthly roundup from LGIM Talks
LGIM talks contributors
Markets and economics

Pick of the pod: your monthly roundup from LGIM Talks

In July, our investment podcast covered the outlook for emerging market assets, the economic...
By LGIM talks contributors
29 Jul 2022
2 min read