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.

Equities

Equities

The sentiment that matters

Equity investors are at last enthusiastic again, but not yet exuberant.  
By Lars Kreckel

Equities

Flipping tech: four risks to the sector

We have liked tech for a while, but recently there have been some challenges to our positive views on the sector. Here, we discuss four of the largest.  ;
By Christopher Teschmacher

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

Equities

Leisure seekers: the case for a neglected sector

The summer may be behind us and further restrictions may lie ahead, but we have warmed to the travel and leisure sector.  ;
By Lars Kreckel

Equities

UK equities: time to get active?

The outlook for UK equities may seem gloomy, but we believe it is possible for active managers to generate long-term outperformance in this market.  ;
By Matthew Courtnell

Equities

What the tech is going on?

We revisit our case for holding technology stocks, and ask whether now is the time to start taking profits.  ;
By Lars Kreckel

Equities

Is US tech concentration a House of Cards?

Exploring the unintended consequences of the concentration conundrum on diversification via global equity indices.  ;
By Joseph Firth

Equities

Is it finally the time for value to shine?

Value stocks may be facing a ‘now or never’ moment.  
By Lars Kreckel

Equities

Running with the bulls

Today should have been the end of the traditional ‘Running of the Bulls’ in Pamplona, but the festival was cancelled. Can we expect other bull markets to keep running?  
By Christopher Jeffery

Equities

The subscription model

We believe subscription-based business models can offer both defensiveness and earnings quality, particularly during times of economic turbulence.  ;
By Gavin Launder

Equities

Show me the money!

Wirecard is just the latest in a series of corporate scandals that demonstrate why we believe quality is essential in growth investing.  ;
By Gavin Launder

Equities

Cyclical or not, market leadership matters most

Investors can debate the merits of equity styles and factors, but ultimately we believe market leadership matters more.  ;
By Matthew Courtnell

Equities

Companies in crisis: finding opportunities in volatile times

Amid COVID-19 and the economic shutdown, the outlook for global companies has been uncertain, leaving many investors unsure which companies will emerge as the winners and losers in the long term.  ;
By Nigel Masding

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

Equities

Giving the unlovables a chance

Amid so much uncertainty, crowded positions can be particularly risky. I explain why we are therefore giving unlovable ideas a chance in this discussion on Bloomberg.  ;
By John Roe

Equities

Earnings season brings micro relief

Earnings beating expectations has brought some good micro news after weeks of macro negativity – but the relief may well prove to be micro in duration, too.  ;
By Lars Kreckel

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