Active equities

Mind the gap… Circularity in action
ESG and long term themes

Mind the gap… Circularity in action

In the first of two blogs on the circular economy, we unpick what the concept really means, and...

By Matthew CourtnellAnna Hirai

17 May 2023

4 min read

Earnings season was OK. This time…
Camilla Ayling
Equities

Earnings season was OK. This time…

Company sales grew yet earnings shrank year-on-year, but both beat low expectations. How long can...
By Camilla Ayling
03 Mar 2023
3 min read
Which industries will AI upend? We asked ChatGPT
ESG and long term themes

Which industries will AI upend? We asked ChatGPT

Change is in the air, making fundamental equity research more valuable than ever.
By Robert WhiteEwan Bowerbank
08 Feb 2023
3 min read
Tightening our belts: what soaring food and fuel costs could mean for discretionary spending
Camilla Ayling
Markets and economics

Tightening our belts: what soaring food and fuel costs could mean for discretionary spending

In this third blog of our series on the cost of living crisis, LGIM's Consumer Global Research an...
By Camilla Ayling
05 Aug 2022
3 min read
Closing the loop: how to build a circular economy
ESG and long term themes

Closing the loop: how to build a circular economy

The circular economy promises a radical rethink of how we interact with our planet. What does thi...

By Matthew Courtnell

07 Jul 2022

3 min read

Checking the temperature of the Chinese consumer
Camilla Ayling
Equities

Checking the temperature of the Chinese consumer

China is crucial to both global consumption and production. What implications could the latest wa...
By Camilla Ayling
08 Jun 2022
4 min read
Capex and the challenge of rising labour costs
Nitin Anandkar
Equities

Capex and the challenge of rising labour costs

The corporate world is casting around for ways to combat the pressure of rising inflation. Could...
By Nitin Anandkar
22 Apr 2022
3 min read
The state of the consumer (part 4): supply chains
ESG and long term themes

The state of the consumer (part 4): supply chains

The fourth instalment of our deep dive on the consumer focuses on supply chains - their impact on...
By Matthew CourtnellYasmine Svan
22 Mar 2022
5 min read