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.

CIO Office

Equities

Should investors expect a hot summer?

With market volatility subdued and many valuations high, we examine the short-term outlook for risk assets.  
By Ben Bennett

ESG and long-term themes

LGIM’s Climate Impact Pledge: the 2021 results

Climate change is one of the defining issues of our time. In recognition of its potentially catastrophic consequences for the world – and our clients’ assets – we support efforts to limit carbon emissions to net zero by 2050. Under our Climate Impact Pledge, we commit to helping companies to reach this objective.  ;
By Michelle Scrimgeour

ESG and long-term themes

Shell signal: what a court ruling means for big oil and climate change

Have the oil majors just had their Grady Carter moment?  ;
By Nick Stansbury

Investment strategy

CIO update: Winning the peace

It is our responsibility as stewards of our clients’ capital to seize the opportunities, and manage the risks, presented by a post-pandemic future.  ;
By Sonja Laud

Investment strategy

Six questions about the market outlook

In this month’s strategy week, we discussed topics that could upset the market outlook, from geopolitical risk to the odds of an emerging-market crisis.  
By Ben Bennett

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

Investment strategy

How inflation could rattle markets (and why we’re still quite relaxed)

With equity and credit markets having performed so well in recent months, investors will be sensitive to growth and inflation headlines.  ;
By Ben Bennett

Fixed income

When bonds go bad…and what to do about it (part 1: credit)

In the first of a new series of blogs on the challenges and opportunities in fixed income today, I take a look at credit markets.  ;
By Ben Bennett

Investment strategy

The CIO call: Winners and losers

In this month’s market update, we examined key themes that emerged in the Q4 company reporting season.  ;
By Sonja Laud

Authors from the same team (6)

Nick Stansbury

Head of Climate Solutions

Nick is the Head of Climate Solutions at LGIM. Previously, he was Head of Commodity Research. Nick joined in 2013 as a Fund Manager in LGIM’s Global Equity team, focused on energy and natural resources. Prior to joining LGIM he was an Investment Director for Developed Asia and Global Emerging Markets at Standard Life Investments. He previously worked for an emerging market focused hedge fund investing in equities, convertible bonds and distressed debt. He has also worked in a corporate advisory role and as a software developer. Nick has a law degree (LLB.) and a Master’s in jurisprudence (MJur.), focused on securities law, from the University of Durham.

Articles from this author

Ed Wicks

Head of Trading

Ed leads LGIM’s Global Trading team. The team is at the forefront of LGIM’s efforts to create better outcomes for clients through best execution. Prior to assuming this role, Ed oversaw the global equity trading team at LGIM. Ed joined LGIM in 2015 from BlackRock where he was responsible for designing and implementing trading strategies for the beta, LDI and transition groups. Prior to that he was a Delta 1 trader at J.P. Morgan, responsible for several index trading books and derivative market making activities. Ed graduated from Loughborough University and holds an MSc in Business Management as well as a BA (hons) in economics and politics.

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Ben Bennett

Head of Investment Strategy and Research

Ben focuses on investment ideas and themes. He spends a lot of time on the 4Ds of fixed income investing: debt, deficits, demographics and deflation. This might be more than a little influenced by his first-hand experience of a credit crisis, having joined us from Lehman Brothers in 2008.

Articles from this author

Sonja Laud

Chief Investment Officer

Sonja is CIO of LGIM, having joined the business in January 2019 as Deputy CIO with responsibility for LGIM’s Solutions, Global Fixed Income, and Active Equity teams. Sonja joined from Fidelity International where she held the title of Head of Equity, responsible for the Global, Equity Income and UK Portfolio Managers as well as the Investment Director team.

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Sarah Peasey

Investment Strategist

Sarah is an investment strategist for LGIM, contributing to macro idea generation across asset classes and investment strategies. Working closely with the CIO, she provides the investment perspective that supports product innovation and shapes client solutions. Prior to this, Sarah managed the fixed income product specialist team, driving and delivering client relationships and communication across the range of Global Fixed Income strategies. Sarah graduated from the University of East Anglia with a first class degree in business management and joined LGIM in 2010.

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Michelle Scrimgeour

CEO, Legal & General Investment Management

Michelle was appointed Chief Executive Officer (CEO) of Legal & General Investment Management (LGIM) in July 2019. Michelle has spent her career at major global firms and has extensive asset management experience across investments, distribution, product, operations, risk and control functions. Before joining LGIM, Michelle was Chief Executive Officer, EMEA, at Columbia Threadneedle Investments. Michelle is on the Board of the Investment Association and a member of the FCA’s Practitioner Panel, and is co-chair of the COP26 Business Leaders Group.

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