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

ESG and long-term themes

China’s give and take

Policymakers appear happy to accept greater market volatility as they pursue macroprudential measures, which may also create room to meet climate targets.  
By Ben Bennett

ESG and long-term themes

CIO autumn update: Countdown to COP26

We are focusing this autumn update on what the climate crisis means for our clients.  ;
By Sonja Laud

ESG and long-term themes

Freezing for a warming planet

Lewis is about to start his swim across the world’s fastest-moving glacier, the Illulissat Icefjord in Greenland. It will be the most challenging of his career to date. No-one has ever attempted a multi-day swim in the polar regions. The distance is approximately 10 kilometres, but this could double as Lewis will have to navigate his way through icebergs and brash ice.  ;
By Lewis Pugh

ESG and long-term themes

Climate change evidence ‘unequivocal’: inaction not an option at COP26

Less than three months remain until the UK hosts the 26th UN Climate Change Conference, known as COP26. It is timely, then, that a new report from the UN’s intergovernmental body on climate change research, the IPCC, highlights the urgency for international action like never before.  ;
By Justine Schafer

ESG and long-term themes

A drive down to electric avenue

With the UK and this week the EU setting out their ambitions on zero-emission vehicles, I recently sought some first-hand experience of the country’s charging network.  
By Nick Stansbury

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

Authors from the same team (8)

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.

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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.

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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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Justine Schafer

Climate Economist

Justine is a Climate Economist in LGIM’s Climate Solutions team, helping devise metrics to measure climate exposure and impact. She joined LGIM in 2021 from Vivid Economics, a consultancy focused on ‘putting economics to good use’, where she worked on quantifying the risks and opportunities from climate change for the financial and resource-extraction sectors. Justine graduated from McGill University with a BA in Economics and Finance and from the London School of Economics with an MSc in Economics.

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Lewis Pugh

Endurance swimmer and the UN Patron of the Oceans

Lewis Pugh swims in the most vulnerable ecosystems on Earth to call for their protection. He was the first person to complete a long-distance swim in every ocean of the world. He was also the first to swim across the North Pole and the first to swim the full length of the English Channel. Lewis has been instrumental in protecting over two million km² of vulnerable ocean – an area larger than Western Europe. At LGIM, we are united with Lewis in our aim to tackle the climate crisis. We believe inaction is not an option and are proud to support Lewis’ efforts to raise awareness and push for positive change.

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