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.

ESG and long-term themes

Welcome to the LGIM Blog

The current crisis makes collaboration across different investment capabilities and areas of our business more important than ever. Our new blog will bring together all LGIM’s insights and research in one convenient place for you.  
By Sonja Laud

Economics

Looking for a truer picture of COVID-19 infection rates

Despite a rapid escalation in the number of reported cases, there remains great uncertainty as to the real number of COVID-19 infections in society. We look at possible ways to arrive at a more accurate figure.  ;
By Francis Chua

Equities

The earnings outlook in a recession

Our modelling of US corporate earnings suggests we will see a significant decline in the quarters ahead, but there are some grounds for optimism relative to previous crises.  ;
By Lars Kreckel

Macro Matters

New home, same compelling insights from our Asset Allocation Team

Economics

The Fast and Furious Federal Reserve

The fiscal and monetary response to the COVID-19 pandemic has been fast and furious. Nowhere has that pivot been more dramatic than at the US Federal Reserve. In troubled times, we shouldn’t have any doubt about the Fed’s ability and willingness to fix the cracks in the Treasury market.;
By Christopher Jeffery

Equities

Looking beyond the equity bounce

The stock market rallied strongly this week, but investors must ask themselves whether this is sustainable amid the economic downturn.;
By Emiel van den Heiligenberg

Economics

Should investors expect asymptomatic relief?

Concern about COVID-19 continues to grow, but as disciplined investors we must consider the potential for sudden shifts in market sentiment. Could greater understanding of asymptomatic infected individuals be such a catalyst?;
By Martin Dietz

Economics

Herd mentality: don’t be complacent about immunity

Headlines suggesting half the British population has been infected by COVID-19 should not give us false hope about reaching herd mentality sooner than expected.
By Erik Lueth

Economics

Recovery rates: the roads from recession to recovery

With a Great Depression sized contraction likely in the second quarter of 2020, the crucial questions are how long it will last and the shape of the recovery.
By Tim Drayson

Fixed income

Credit check: why we have turned positive amid the crisis

…and I thought we’d seen it all in 2008. We have updated our views on global credit to a more positive outlook in recognition of both the meaningful change in valuations this month and the significant policy response that has been delivered to combat the economic fallout from COVID-19. The speed and magnitude of the move has been breath-taking.;
By Colin Reedie

From the archive

Equities

Looking beyond the equity bounce

The stock market rallied strongly this week, but investors must ask themselves whether this is sustainable amid the economic downturn.;
By Emiel van den Heiligenberg

Economics

The Fast and Furious Federal Reserve

The fiscal and monetary response to the COVID-19 pandemic has been fast and furious. Nowhere has that pivot been more dramatic than at the US Federal Reserve. In troubled times, we shouldn’t have any doubt about the Fed’s ability and willingness to fix the cracks in the Treasury market.;
By Christopher Jeffery

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