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.
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.
With failed football dreams behind him, John applies the same level of enthusiasm to investing and how to improve outcomes by battling behavioural biases. He leads on oil research, but also gets involved in a wide range of macro topics. That love of variety also explains his craft beer fascination. Hard to shut up, he’s a regular guest on Bloomberg, a conference speaker and an LGIM Director. His analytical thinking benefits from being an Actuary with an economics degree and having previously worked as a strategist at RBS.
In the second installment of a two-part blog, Lars Kreckel considers the economic and investment...
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