Filter By

Filter by

Category

Tag

Author

Article Year

Audience

Not what you were looking for?

1595 article(s) found for ""

Global high yield: more of the same
Martin Reeves
Fixed income

Global high yield: more of the same

Why we still think the rebound in high-yield markets has further to go.  
By Martin Reeves
13 Nov 2020
3 min read
After the biggest gilt remit ever…the second biggest gilt remit
LGIM
Fixed income

After the biggest gilt remit ever…the second biggest gilt remit

The eagerly anticipated budget gave the market an update on the government’s economic forecasts a...
By LGIM
05 Mar 2021
4 min read
Political theatre versus earnings pantomime
Willem Klijnstra
Equities

Political theatre versus earnings pantomime

Earnings trends may be broadly neutral, but we have become more cautious on equities.
By Willem Klijnstra
23 Oct 2019
2 min read
Fasten your seatbelts – how hard will the US economic landing be?
James Carrick
Markets and economics

Fasten your seatbelts – how hard will the US economic landing be?

Historically, around two-thirds of Fed hiking cycles have resulted in recession. We examine the...
By James Carrick
19 May 2022
3 min read
Time in the market or timing the market?
Ian Hutchinson
Investment strategy

Time in the market or timing the market?

Our analysis of sterling investment grade credit data suggests 'good enough' timing may be all...
By Ian Hutchinson
06 Apr 2022
4 min read
US Mid Term Elections
LGIM
Equities

US Mid Term Elections

History suggests that equities struggle to make gains ahead of US mid-term elections. With...
By LGIM
04 Aug 2018
4 min read
The Footsie Shuffle
Christopher Teschmacher
Equities

The Footsie Shuffle

Many have heard of the FTSE 100 index. But did you know that of the original FTSE 100 constituent...
By Christopher Teschmacher
31 Aug 2016
3 min read
the sustainability of growth
Matthew Courtnell
Equities

the sustainability of growth

With few things certain in life, we enter the new decade with a year of significant transition fo...
By Matthew Courtnell
22 Jan 2020
2 min read
Turkey: Waiting for reforms
LGIM
Economics

Turkey: Waiting for reforms

Turkish local elections on March 31 ended a long series of election campaigns. Will reforms follo...
By LGIM
12 Apr 2019
3 min read
Podcast: COP27 and the case against blanket divestments
LGIM
ESG and long-term themes

Podcast: COP27 and the case against blanket divestments

In this month's episode of the CIO call, we discuss the key takeaways from the COP27 climate summ...
By LGIM
16 Nov 2022
1 min read