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

Fiscal failure versus electoral economics

Following President Trump’s executive actions, a substantial deal on US economic relief is expected relatively soon, but the risk of a large negative shock remains if the situation is not resolved.  
By Tim Drayson

Equities

Is US tech concentration a House of Cards?

Exploring the unintended consequences of the concentration conundrum on diversification via global equity indices.  ;
By Joseph Firth

Currency

A spoonful of sterling...

The pound weakened versus major rivals in the first half of the year, presenting us with an opportunity to look again at the idiosyncratic factors that affect its performance – and the role of foreign-currency risk in multi-asset portfolios with sterling as a base currency.  ;
By Willem Klijnstra

Macro Matters

New home, same compelling insights from our Asset Allocation Team

Economics

COVID-19: could Europe follow Asia in experiencing new waves?

It is possible that the virus is kept under control in Europe, but we need to prepare for the possibility that the infection spikes evident in some parts of Asia occur in Europe too.  ;
By James Carrick

Economics

Is China sticking to the trade deal with the US?

Agricultural imports provide an important insight into whether China is committed to the deal.  ;
By Magdalena Polan

Equities

Is it finally the time for value to shine?

Value stocks may be facing a ‘now or never’ moment.  ;
By Lars Kreckel

Economics

The IMF: transmission impossible?

The International Monetary Fund (IMF) is considering letting its anti-intervention orthodoxy crumble to allow countries to control capital flows and exchange rates.  
By Magdalena Polan

ESG and long-term themes

Is the market for hydrogen fuel just hot air?

Hydrogen is up in the air as a fuel source, but demand for alternative battery technologies is still well grounded.  
By Aanand Venkatramanan

Investment strategy

Investment distancing

I discuss the importance of avoiding crowded positions in a Bloomberg interview.  ;
By John Roe

From the archive

Economics

COVID-19: could Europe follow Asia in experiencing new waves?

It is possible that the virus is kept under control in Europe, but we need to prepare for the possibility that the infection spikes evident in some parts of Asia occur in Europe too.  ;
By James Carrick

Economics

Is China sticking to the trade deal with the US?

Agricultural imports provide an important insight into whether China is committed to the deal.  ;
By Magdalena Polan

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