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

Non-financial reporting: IFRS finally comes in from the cold

We share some of our recommendations on providing investors with access to high-quality, relevant, comparable, consistent and verifiable non-financial information across markets and asset class.  
By Alexander Burr

Investment strategy

Return of the “cult of equities”?

Equities have performed well, but we still believe investors should be wary of chasing yesterday’s returns.  ;
By Martin Dietz

Investment strategy

Rise of the glidepaths: how sequence risk can mislead in decumulation

Some of our recent research suggests that the importance of reducing sequence risk may be overstated.  ;
By John Southall

Macro Matters

New home, same compelling insights from our Asset Allocation Team

Economics

Economic scarring or cosmetic surgery?

Economic wounds – like those to our skin – tend to result in persistent scarring. Unprecedented policy support is limiting scarring effects. But if structural change has been accelerated, governments may need to maintain policy support for longer.  ;
By James Carrick

Economics

The turmoil in Washington and Joe Biden’s first 100 days

After Trump loyalists stormed the US Capitol building, we discuss the president elect’s near-term priorities, from the pandemic to national unity. ;
By Lars Kreckel

Investment strategy

Geopolitics, and the glitches in gold and govvies

We believe the effective options for hedging risk are shrinking, as I discussed on Bloomberg TV.  ;
By John Roe

ESG and long-term themes

Anti-microbial resistance: why should investors care?

We believe that, without coordinated action today, AMR may be the next global health event and the financial impact could be significant.  
By Maria Larsson Ortino

Economics

Brexit: What the EU trade deal means for the UK economy

From negative rates to political risk, we discuss how the trade pact, agreed last week, might shape the UK economic and policy outlook.  
By Hetal Mehta

Economics

Swapping turkey for grey swan 

As 2020 comes to a close and a new year dawns, our Asset Allocation team reflect on which predictions came true for 2020, and what to expect in 2021 – including some less obvious risks on the horizon.;
By Emiel van den Heiligenberg

From the archive

Economics

Economic scarring or cosmetic surgery?

Economic wounds – like those to our skin – tend to result in persistent scarring. Unprecedented policy support is limiting scarring effects. But if structural change has been accelerated, governments may need to maintain policy support for longer.  ;
By James Carrick

Economics

The turmoil in Washington and Joe Biden’s first 100 days

After Trump loyalists stormed the US Capitol building, we discuss the president elect’s near-term priorities, from the pandemic to national unity. ;
By Lars Kreckel

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