Active equities

£1 coffee, stock overhangs and conglomerate discounts
Investment strategy

£1 coffee, stock overhangs and conglomerate discounts

If you know where to look, there are still bargains to be had in the Square Mile.

By David Jackson

04 Oct 2023

4 min read

How companies are incorporating the circular economy concept into their business models
Matthew Courtnell
ESG and long-term themes

How companies are incorporating the circular economy concept into their business models

In the second part of a series on the circular economy, we report on how seven companies are...
By Matthew Courtnell
30 May 2023
5 min read
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
Clear communication is the foundation of trust
Matthew Courtnell
ESG and long-term themes

Clear communication is the foundation of trust

Productive engagement with companies depends on clear lines of communication, making the role of...
By Matthew Courtnell
20 Apr 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
The rise of ‘S’ in ESG investing
Matthew Courtnell
ESG and long-term themes

The rise of ‘S’ in ESG investing

After years of relative obscurity, the investment value of measuring a company's response to soci...
By Matthew Courtnell
27 Jul 2022
5 min read
Closing the loop: how to build a circular economy
Matthew Courtnell
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