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

A fossil fuel-free future?

We believe climate risks and opportunities can be better addressed through modelling and careful analysis than with the blunt tool of divestment across an entire sector.  
By Sarah Peasey

Investment strategy

Joe Biden, fiscal talks and the outlook for risk assets

On balance, we think the macro backdrop appears supportive for risky assets over the coming three months, with a bias towards higher government bond yields.  ;
By Ben Bennett

Investment strategy

CIO autumn update: The more things stay the same…

Change may be the only constant over the coming months. We believe investors will need to be dynamic in striking a balance between managing risks and seizing opportunities.  ;
By Sonja Laud

Investment strategy

CIO Outlook: Looking beyond the pandemic

We believe that COVID-19 and its effects have intensified a number of long-term investment trends that were already underway. Our latest CIO Outlook explains what this means for investors.  ;
By Sonja Laud

Investment strategy

Trading places: moving the front line of finance

LGIM’s Head of Trading shares his view from the (living-room) floor on how this crisis was different, and what lessons we can take away for the future.  
By Ed Wicks

ESG and long-term themes

Why the climate emergency can’t be postponed

Decisive action is still necessary to keep global warming to below two degrees. So LGIM is pressing on with plans to offer a solution for assessing the climate risk and temperature alignment.  
By Nick Stansbury

ESG and long-term themes

COVID-19, markets, and ESG: what we’ve learnt so far

The relative performance of stocks with stronger environmental, social, and governance (ESG) attributes suggests responsible investment strategies may not be just a bull market phenomenon but also a bear market backstop.  ;
By Sarah Peasey

ESG and long-term themes

Welcome to the LGIM Blog

The current crisis makes collaboration across different investment capabilities and areas of our business more important than ever. Our new blog will bring together all LGIM’s insights and research in one convenient place for you.  ;
By Sonja Laud

Economics

Coronavirus: Why and how fiscal policy can help

With governments across the world scrambling to announce massive fiscal support packages to offset the economic damage caused by policies to contain the coronavirus outbreak, I thought it was a good time to answer some of the questions we’re getting from clients.;
By Ben Bennett

Authors from the same team (5)

Nick Stansbury

Head of Commodity Research

Nick is the Head of Commodity Research at LGIM. He 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.

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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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