Filter By

Filter by

Category

Tag

Author

Article Year

Audience

Not what you were looking for?

1620 article(s) found for ""

High tech: what is behind the sector's recent rally?
LGIM
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...
By LGIM
07 Nov 2019
2 min read
The rise of ‘S’ in ESG investing
Matthew Courtnell
ESG and long-term themes

The rise of ‘S’ in ESG investing

After years of relative obscurity, the investment value of measuring a company's response to soci...
By Matthew Courtnell
27 Jul 2022
5 min read
Hydrogen: preferred pathway or just hot air?
ESG and long-term themes

Hydrogen: preferred pathway or just hot air?

In the first of a two-part blog on the hydrogen economy, we look at the economics of production,...
By John DalyCharlie Miller
05 Aug 2022
3 min read
CE3: bleak present, brighter future?
Matthew Rodger
Markets and economics

CE3: bleak present, brighter future?

Although the suspension of Russian gas supplies to Europe will likely hit the Czech Republic,...
By Matthew Rodger
17 Aug 2022
3 min read
Biodiversity: an intergovernmental COP out?
ESG and long-term themes

Biodiversity: an intergovernmental COP out?

With governments struggling to gain traction on nature loss, corporates and financial institution...
By Toby MacKeanAlexander BurrCatherine Ogden
11 May 2022
5 min read
From Ukraine to inflation: prepare, don’t predict
John Roe
Investment strategy

From Ukraine to inflation: prepare, don’t predict

Geopolitics and inflation are notoriously hard to forecast, so instead we accept the uncertainty...
By John Roe
22 Feb 2022
5 min read
Ethnic diversity on boards: results and reflections on our campaign so far
ESG and long-term themes

Ethnic diversity on boards: results and reflections on our campaign so far

18 months ago, we launched our campaign to engage companies that lack ethnic diversity on their...
By Clare PaynJohn Hoeppner
17 Mar 2022
5 min read
UK election: market and macro implications
Sonja Laud
Economics

UK election: market and macro implications

Finally, we have received some certainty over the Brexit process – at least over the near term. W...
By Sonja Laud
13 Dec 2019
3 min read
Will the US central bank respond to flattening yield curves?
John Roe
Economics

Will the US central bank respond to flattening yield curves?

The long-end of the US yield curve is at its flattest for over a decade, risking distortions in t...
By John Roe
06 Jun 2018
3 min read
How to spot leaky boats
LGIM
Economics

How to spot leaky boats

With the tide of global risk sentiment tending to lift – or sink – all emerging markets (EM)...
By LGIM
04 Apr 2019
3 min read