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

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

Equities

Making the REIT call

Real-estate investment trusts (REITs) haven’t performed as expected during the sell-off; in this blog, we explore why and consider the outlook for the sector.  ;
By Lars Kreckel

Equities

The earnings outlook in a recession

Our modelling of US corporate earnings suggests we will see a significant decline in the quarters ahead, but there are some grounds for optimism relative to previous crises.  ;
By Lars Kreckel

Equities

Looking beyond the equity bounce

The stock market rallied strongly this week, but investors must ask themselves whether this is sustainable amid the economic downturn.;
By Emiel van den Heiligenberg

Equities

Equities: the case for further caution

Despite the massive declines in markets, we are wary on the outlook for risk assets like global equities, given the large uncertainty over the economic impact of COVID-19 and the efficacy of the response from policymakers.
By Emiel van den Heiligenberg

Equities

The case for UK equities in a climate of change and uncertainty

‘Much has changed, but a lot remains the same’ is perhaps a fitting phrase to describe the course of markets last year. Whilst the last few months have brought about some significant changes, the issues faced by UK equity investors are still remarkably similar to those at the start of 2019.
By Stephen Message

Equities

UK equities: Rule Britannia?

After a few years of being ‘uninvestable’ for some global investors, a much less uncertain political landscape is making the UK stock market interesting again. We’re long.;
By Lars Kreckel

Equities

Active voice: the sustainability of growth

With few things certain in life, we enter the new decade with a year of significant transition for a number of governments and institutions. A trawl through economist research across sell-side broker houses reveals a balance of glass half full and half empty views on the outlook for 2020. However, we sit in the cautiously optimistic camp, and see opportunity ahead for decent equity market returns.   ;
By Matthew Courtnell

Equities

No Law of Gravity

Investors face two conflicting biases: on the one side, to buy into recent information and the latest story, and on the other, to expect mean reversion following strong returns. Well, there’s no Newton’s Law of gravity when it comes to equity markets.;
By Lars Kreckel

Equities

Border games: the challenges of international ecommerce

The world’s smelliest fruit is a case study in how ecommerce is overcoming the challenges of national borders.;
By Tobias Merfeld

Equities

Warehouse wonders: three profiles in ecommerce innovation

A host of companies are finding innovative ways to support and expand the ecommerce revolution.;
By Aude Martin

Equities

High tech: what is behind the sector's recent rally?

A lot of things have been going right for the tech sector, pushing relative performance to new heights.;
By Lars Kreckel

Equities

Let’s go round in circles…

Whether it’s textiles, food or plastic packaging, both corporates and consumers need to commit to greater recycling efforts and help drive the momentum towards a circular economy.;
By Matthew Courtnell

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