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

Learning from earning season

So far, most companies that have reported second-quarter earnings have beaten analyst expectations. We believe this has two key macro implications for investors.  
By Lars Kreckel

Equities

Should investors expect a hot summer?

With market volatility subdued and many valuations high, we examine the short-term outlook for risk assets.  ;
By Ben Bennett

Equities

The tech sector: an inflation beneficiary?

Much has been made of inflation as the potential cause of technology stocks’ recent underperformance. While on Bloomberg TV, I explain why we think that’s coincidental, not causal, and how tech could actually benefit from longer-term inflationary pressure.  ;
By John Roe

Equities

The Amazonification of investing

"People overestimate what can be done in one year, and underestimate what can be done in 10 years." – Bill Gates  ;
By Shaunak Mazumder

Equities

Picks and shovels

“During the gold rush it’s a good time to be in the pick and shovel business” – Mark Twain  ;
By Gavin Launder

Equities

When bonds go bad…and what to do about it (part 3: equities)

In the third instalment of our new series of blogs on the challenges and opportunities in fixed income today, I consider the implications of rising bond yields for equities.  ;
By Lars Kreckel

Equities

Simply the best…

Companies with a sustainable competitive advantage in a growing market, which generate free cash flow to invest in further growth? They’re worth singing about.  ;
By Gavin Launder

Equities

GameStop: easy peasy, short squeezy

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

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

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

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