Active equities
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...
05 Aug 2022
3 min read
The circular economy promises a radical rethink of how we interact with our planet. What does thi...
China is crucial to both global consumption and production. What implications could the latest wa...
The corporate world is casting around for ways to combat the pressure of rising inflation. Could...
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...
21 Mar 2022
3 min read
The third instalment of our deep dive on the consumer focuses on grocery cost inflation and...
The second instalment of our deep dive on the consumer focuses on consumer preferences.
As consumers, companies and economies adjust to life post-pandemic, LGIM's Consumer Global Resear...
