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.

Fixed income

When bonds go bad…and what to do about it (part 1: credit)

In the first of a new series of blogs on the challenges and opportunities in fixed income today, I take a look at credit markets.  
By Ben Bennett

ESG and long-term themes

Wind turbines: not something that will blow over

We believe wind-turbine manufacturers stand to benefit from the energy transition.  ;
By Stuart Briscoe

ESG and long-term themes

The hydrogen economy: your questions answered

In this post, we tackle some of the key issues that investors and journalists have recently raised with us about hydrogen as a green technology and growth theme.  ;
By Aanand Venkatramanan

Macro Matters

New home, same compelling insights from our Asset Allocation Team

Economics

Yield indictment: three perspectives on last week’s bond action

The Asset Allocation team tackles challenges collaboratively, starting with our economists’ analysis, followed by our strategists’ interpretation, and finally the portfolio managers’ view. In this blog, we look at recent movements in bond yields.;
By Christopher Teschmacher

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

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

From the archive

Economics

Yield indictment: three perspectives on last week’s bond action

The Asset Allocation team tackles challenges collaboratively, starting with our economists’ analysis, followed by our strategists’ interpretation, and finally the portfolio managers’ view. In this blog, we look at recent movements in bond yields.;
By Christopher Teschmacher

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

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