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

How long will fiscal stimulus last?

Markets are becoming increasingly optimistic about fiscal spending, but we are sceptical that this can continue indefinitely. The US midterm elections may draw out fiscal hawks.  
By Emiel van den Heiligenberg

Equities

Picks and shovels

“During the gold rush it’s a good time to be in the pick and shovel business” – Mark Twain  ;
By Gavin Launder

Economics

Return of the mac

Rate hikes aren’t the only tool at central bankers’ disposal. Should investors also prepare themselves for more macroprudential policies?  ;
By John Roe

Macro Matters

New home, same compelling insights from our Asset Allocation Team

ESG and long-term themes

What do millennials mean for markets?

Millennials’ attitudes towards investing are changing. We believe this could have significant consequences, from the increased use of social media as a source of investment information to a stronger focus on responsible investments.  ;
By Anita Berisha

Economics

Standing up data through alternative sources

Unconventional datasets can help us challenge conventional thinking about economic and market trends.;
By John Roe

ESG and long-term themes

Zeroing in on net zero

Is it counterintuitive to expect oil companies to meet net-zero targets? Perhaps not – if we as investors continue to engage this important sector on this vital issue.  ;
By Iancu Daramus

ESG and long-term themes

Responsible investing in an age of uncertainty

Active ownership means striving to create sustainable value for our clients.  
By Michelle Scrimgeour

ESG and long-term themes

Engagement in practice: big tech, human rights, and extreme content

As the technology sector has grown in importance and value throughout the pandemic, we have continued to push its leaders to embed respect for human rights in their businesses.  
By Clare Payn

Investment strategy

Inflation: immovable forces versus irresistible trends

Inflated egos may be all too common in finance, but one area where I believe we need to stay humble is in our inflation forecasts.  ;
By Justin Onuekwusi

From the archive

ESG and long-term themes

What do millennials mean for markets?

Millennials’ attitudes towards investing are changing. We believe this could have significant consequences, from the increased use of social media as a source of investment information to a stronger focus on responsible investments.  ;
By Anita Berisha

Economics

Standing up data through alternative sources

Unconventional datasets can help us challenge conventional thinking about economic and market trends.;
By John Roe

Sign up for email alerts

Latest articles in a weekly digest

Please select your location

Europe

North America

Asia

Please select your investor type

Please select your investor type