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

Economics

CIO Outlook: Risk and opportunity in 2020

This is an extraordinary moment for investors. As at the beginning of December, many asset classes have notched up double-digit returns over 2019, with equities hovering close to record highs even as trillions of dollars of bonds offer negative yields.
By Sonja Laud

Fixed income

Markets are singing, but it’s not quite Christmas yet

A reduction in geopolitical risk has eased some of the pressures on the near-term investment outlook, but the economic party is not in full swing.;
By Ben Bennett

Economics

Why event risk dominates the investment outlook

As investors grapple with an array of scenarios with unpredictable outcomes, we retain our modest caution towards risky assets.;
By Ben Bennett

Fixed income

Negative yields and the illusion of money

What was once a puddle of negative-yielding fixed income securities has now become an ocean, containing trillions of dollars of bonds. This phenomenon poses numerous challenges to investors – not least cognitive.;
By Sonja Laud

ESG and long-term themes

The great blackout of 2019: the end for our renewable dreams?

A massive power cut reminds us that the transition to renewable energy poses plenty of challenges.
By Nick Stansbury

Economics

US midterms: three scenarios for investors

The American midterm elections are approaching and the crystal ball gazing has begun. Here’s what investors should consider regardless of whether the US votes for a ‘distilled Donald’, the ‘Democratic double’ or a ‘divided democracy’.
By Ben Bennett

Economics

More reserve from the Fed

Yesterday, US central bank chairman Jerome Powell told rates to take a hike. While the move was widely expected, are there longer-term ramifications?;
By Ben Bennett

Equities

Welcome to the ‘no-touch’ world of equity trading

By automating certain equity trades, we can improve efficiency, increase speed to market and further optimise counterparty selection.;
By Ed Wicks

ESG and long-term themes

Plastic fantastic?

Cleaning up the world’s plastic waste will be a monumental effort – one that we believe will have major implications for petrochemical companies and the long-term demand for oil.;
By Nick Stansbury

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.

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.

Articles from this author

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.

Articles from this author

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.

Articles from this author

View all authors

Sign up for email alerts

Latest articles in a weekly digest

Please select your location

Europe

North America

Asia

Please select your investor type

Please select your investor type