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.

Economics

Paradigm paused: expect calmer politics… for a while

Does Joe Biden’s US election victory suggest that populism in politics is waning?  
By Lars Kreckel

Equities

The sentiment that matters

Equity investors are at last enthusiastic again, but not yet exuberant.  ;
By Lars Kreckel

Equities

Flipping tech: four risks to the sector

We have liked tech for a while, but recently there have been some challenges to our positive views on the sector. Here, we discuss four of the largest.  ;
By Christopher Teschmacher

Macro Matters

New home, same compelling insights from our Asset Allocation Team

Real assets

Earth, wind and fire: financing smarter, sustainable homes

We look at three areas of new technology that are designed to create a cleaner, greener future in the housing sector.  ;
By Dapo Ogunbiyi

Economics

Emerging markets: inflation ahoy?

The rapid expansion of local-currency public debt levels this year has increased the incentives for some emerging markets to seek higher inflation. Will they, and can they?  ;
By Magdalena Polan

Fixed income

Bye, Don to Biden: the US credit outlook

As the dust settles on the US election, we look at the shifting US credit landscape for buy and maintain investors.  ;
By Connor Tuttle

Fixed income

Global high yield: more of the same

Why we still think the rebound in high-yield markets has further to go.  
By Martin Reeves

ESG and long-term themes

The post-COVID economy: ecommerce explosion

In this first of a series of blogs exploring how COVID-19 has disrupted the global economy and the implications for investors, we look at the acceleration of ecommerce’s growth.  
By Jennifer Wong

ESG and long-term themes

Gilts go green

The UK is looking to create a ‘green curve’ of sovereign bonds. What does this mean for investors?  ;
By Anne-Marie Morris (née Cunnold)

From the archive

Real assets

Earth, wind and fire: financing smarter, sustainable homes

We look at three areas of new technology that are designed to create a cleaner, greener future in the housing sector.  ;
By Dapo Ogunbiyi

Economics

Emerging markets: inflation ahoy?

The rapid expansion of local-currency public debt levels this year has increased the incentives for some emerging markets to seek higher inflation. Will they, and can they?  ;
By Magdalena Polan

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