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

Paradigm paused: expect calmer politics… for a while

Does Joe Biden’s US election victory suggest that populism in politics is waning?  
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

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

Real assets

Earth, wind and fire: financing smarter, sustainable homes

We look at three areas of new technology that are designed to create a cleaner, greener future in the housing sector.  ;
By Dapo Ogunbiyi

Economics

Emerging markets: inflation ahoy?

The rapid expansion of local-currency public debt levels this year has increased the incentives for some emerging markets to seek higher inflation. Will they, and can they?  ;
By Magdalena Polan

Fixed income

Bye, Don to Biden: the US credit outlook

As the dust settles on the US election, we look at the shifting US credit landscape for buy and maintain investors.  ;
By Connor Tuttle

Fixed income

Global high yield: more of the same

Why we still think the rebound in high-yield markets has further to go.  ;
By Martin Reeves

Equities

Value: finding fault

Just as we cannot predict when earthquakes will strike, we cannot say when the market will turn in favour of the value style. But the longer the pressure builds, the more forceful the results.  
By David Jackson

Economics

Could a lighter lockdown contain COVID-19?

Some European countries appear to have controlled their latest COVID-19 waves without the most stringent restrictions on their economies.  
By James Carrick

Economics

COVID-19: learning from the southern hemisphere’s flu season

Current social restrictions may not yet be sufficient to suppress COVID-19 in Europe and the US, but the lack of influenza cases in the southern hemisphere this winter suggests restrictions should be strong enough to quell the less-infectious winter ‘flu’ – meaning hospitals have more capacity than previously feared.  ;
By James Carrick

Economics

Daylight savings, currency co-ordination and the liquidity trap

The nights are drawing in, and the outlook for Europe may also be darkening.  ;
By Christopher Jeffery

Economics

China: seven things investors should know

From dealing with COVID-19 to the long-term economic prospects for its economy, we believe China is proving remarkably resilient.  ;
By Erik Lueth

Economics

Anyone planning a Christmas party?

We could see a double dip in restaurant sales in the Northern hemisphere heading into winter, which could contribute to the ‘V-shaped’ recovery becoming more ‘square-root’ shaped before growth improves again in the spring alongside progress on vaccine distribution.  ;
By Tim Drayson

Fixed income

Is consolidation in the European bank sector inevitable?

The performance of many banks in Europe suggests they are destroying economic value. There may simply be too many of them.  ;
By Dan Lustig

Economics

The US election: the final stretch

The presidential election is just four weeks away. What should investors expect?  ;
By Lars Kreckel

Commodities

Us and Au

Gold may be undergoing a form of reverse alchemy, with important implications for multi-asset investors.  ;
By Willem Klijnstra

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