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.

Markets and economics

Economics

Inflation: money and the new supply-side economics

It’s not an imminent concern, but eventually central banks may be surprised by how much they have to do to control inflation.  
By Alex Mack

Equities

Tech’s appeal: five little-discussed reasons to like tech stocks

The long-term structural bull case for the technology sector and the relative strength of several tech firms during the recession are well established. But we believe the present crisis has also created additional macro tailwinds for tech stocks.  ;
By Lars Kreckel

Economics

Escaping lockdown: revisiting the economic scenarios

A lot has changed in the month since we set out our thoughts on what comes next for the global economy. The range of outcomes has narrowed a little, but there remains huge uncertainty about the virus, the speed of recovery, the lasting damage to output, and inflation implications.  ;
By Tim Drayson

Fixed income

Where did all the yield go?

High-yield bonds can still have a role to play in investors’ search for income.  ;
By Martin Reeves

Economics

The Bank of England and negative rates: will it all end in tiers?

Not the tiers we’ve all endured with lockdown, but rather the ones central banks like to use to help offset any unwelcome adverse effects on the banking sector from negative rates.  ;
By Hetal Mehta

Equities

GameStop: easy peasy, short squeezy

What should investors make of the GameStop saga?  ;
By Aristide Goualin

Fixed income

An early black swan for black gold?

What recent shifts in the energy sector may mean for credit investors.  ;
By Court Gilbert

Fixed income

PEPP Talk

While the short-term benefits of the pandemic emergency purchase programme (PEPP) are obvious, we question its longer-term implications.  
By Firat Bayraktar

Economics

Too hot to handle?

Amid the current COVID-19 gloom, conditions are building for recovery. But is it possible that policymakers end up stoking growth too much?  
By Tim Drayson

Economics

Taper tantrum II

I discuss when the Fed might begin tapering on CNBC.  ;
By Tim Drayson

Equities

Earning sensation: what should we read into strong early results?

The early signs are that this will be a strong earnings season. I have two questions about what this could mean for investors.  ;
By Lars Kreckel

Equities

Bubbles are rare, especially just out of a recession

With some market watchers ready to call an equity bubble, I look at what my own indicators are saying.  ;
By Emiel van den Heiligenberg

Economics

Economic scarring or cosmetic surgery?

Economic wounds – like those to our skin – tend to result in persistent scarring. Unprecedented policy support is limiting scarring effects. But if structural change has been accelerated, governments may need to maintain policy support for longer.  ;
By James Carrick

Economics

The turmoil in Washington and Joe Biden’s first 100 days

After Trump loyalists stormed the US Capitol building, we discuss the president elect’s near-term priorities, from the pandemic to national unity. ;
By Lars Kreckel

Economics

Brexit: What the EU trade deal means for the UK economy

From negative rates to political risk, we discuss how the trade pact, agreed last week, might shape the UK economic and policy outlook.  ;
By Hetal Mehta

Economics

Swapping turkey for grey swan 

As 2020 comes to a close and a new year dawns, our Asset Allocation team reflect on which predictions came true for 2020, and what to expect in 2021 – including some less obvious risks on the horizon.;
By Emiel van den Heiligenberg

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