Equities

Higher US interest rates: who are the corporate winners and losers?
Equities

Higher US interest rates: who are the corporate winners and losers?

The impact of higher interest rates varies tremendously by company. Those that hold large amounts...

By Rameet Gulsin

28 Jul 2023

2 min read

Earnings season was OK. This time…
Camilla Ayling
Equities

Earnings season was OK. This time…

Company sales grew yet earnings shrank year-on-year, but both beat low expectations. How long can...
By Camilla Ayling
03 Mar 2023
3 min read
Checking the temperature of the Chinese consumer
Camilla Ayling
Equities

Checking the temperature of the Chinese consumer

China is crucial to both global consumption and production. What implications could the latest wa...
By Camilla Ayling
08 Jun 2022
4 min read
US profits hold firm in first quarter – but do the data point toward an earnings crunch next year? And which data are best?
Tim Drayson
Equities

US profits hold firm in first quarter – but do the data point toward an earnings crunch next year? And which data are best?

First-quarter earnings for 2022 have so far not delivered many upsets, even if the post-pandemic...
By Tim Drayson
27 Apr 2022
4 min read
An investor’s guide to the metaverse
Equities

An investor’s guide to the metaverse

In the second installment of a two-part blog, Lars Kreckel considers the economic and investment...

By LGIM

13 Apr 2022

5 min read

What is the metaverse, and is it really the next big thing?
LGIM
Equities

What is the metaverse, and is it really the next big thing?

In the first of a two-part blog, we delve into the metaverse, and consider how far the vision is...
By LGIM
23 Feb 2022
5 min read
Stuck in the middle with U(K)
Nicola Morgan-Brownsell
Equities

Stuck in the middle with U(K)

We dig into the underperformance of mid-cap stocks listed in London versus their larger peers, an...
By Nicola Morgan-Brownsell
21 Feb 2022
4 min read
China’s property stocks: policy shift to the rescue?
Camilla Ayling
Equities

China’s property stocks: policy shift to the rescue?

China's real-estate market is crucial for the whole economy, so its downturn has far-reaching...
By Camilla Ayling
14 Feb 2022
3 min read