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.

Investment strategy

CIO autumn update: The more things stay the same…

Change may be the only constant over the coming months. We believe investors will need to be dynamic in striking a balance between managing risks and seizing opportunities.  
By Sonja Laud

Economics

Withdrawal disagreement: the Brexit saga continues

Recent Brexit news is neither surprising nor likely to be the end of this story.  ;
By Hetal Mehta

ESG and long-term themes

Income inequality: a material impact

Neglecting low-income households, already hit by the global pandemic, has a material impact on society and will inevitably hurt corporate values.  ;
By Angeli Benham

Macro Matters

New home, same compelling insights from our Asset Allocation Team

Equities

UK equities: time to get active?

The outlook for UK equities may seem gloomy, but we believe it is possible for active managers to generate long-term outperformance in this market.  ;
By Matthew Courtnell

Economics

The Fed’s never-lending story

The risks of the US economy stalling in the fourth quarter have risen as fiscal negotiations falter and a Fed programme to help small businesses stumbles.  ;
By Tim Drayson

Investment strategy

Value versus growth – Will history rhyme again?

‘History doesn’t repeat itself, but it often rhymes’  (attributed to Mark Twain);
By Nigel Masding

ESG and long-term themes

Stumbling stocks: Tech-tastrophe or tech-tantrum?

After months of smashing through record upon record, the ‘mega techs’ have taken a precipitous plunge. Is it time to tech out other options?
By Lars Kreckel

Investment strategy

Video: Justin Onuekwusi talks to Bloomberg

Justin Onuekwusi talks to Bloomberg about the challenges in current markets and the risks and opportunities that we see on the horizon.
By Justin Onuekwusi

Economics

Pandemics, belief scarring and the Fed

The annual Jackson Hole economic symposium can lay the intellectual foundations for thinking at the US central bank. From the event, I review a potentially influential paper on economic scarring.;
By Tim Drayson

From the archive

Economics

The Fed’s never-lending story

The risks of the US economy stalling in the fourth quarter have risen as fiscal negotiations falter and a Fed programme to help small businesses stumbles.  ;
By Tim Drayson

Equities

UK equities: time to get active?

The outlook for UK equities may seem gloomy, but we believe it is possible for active managers to generate long-term outperformance in this market.  ;
By Matthew Courtnell

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