Active equities

Tightening our belts: what soaring food and fuel costs could mean for discretionary spending
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
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
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
Does Cinderella care about the environment?
ESG and long term themes

Does Cinderella care about the environment?

We believe that value and income investors can engage to effect positive change in carbon-intensi...

By Andrew Koch

21 Mar 2022

3 min read

The state of the consumer (part 3): inflation and consumer incomes
ESG and long term themes

The state of the consumer (part 3): inflation and consumer incomes

The third instalment of our deep dive on the consumer focuses on grocery cost inflation and...
By Ilana ElbimJennifer Wong
16 Mar 2022
4 min read
The state of the consumer (part 2): sustainability and consumer choice
ESG and long term themes

The state of the consumer (part 2): sustainability and consumer choice

The second instalment of our deep dive on the consumer focuses on consumer preferences.
By Camilla AylingKenneth Michalec
14 Mar 2022
3 min read
The state of the consumer (part 1): online retail & reopening dynamics
ESG and long term themes

The state of the consumer (part 1): online retail & reopening dynamics

As consumers, companies and economies adjust to life post-pandemic, LGIM's Consumer Global Resear...
By Camilla AylingJarrett Brotzman
10 Mar 2022
3 min read