Active equity (171)

Three questions every ESG multi-asset investor needs to ask
ESG and long term themes

Three questions every ESG multi-asset investor needs to ask

In the first instalment of a three-part series, we examine the consequences of implicit...

By Andrzej Pioch

28 Sep 2022

4 min read

Podcast: Have hawks just halted the rally in equities?
Ben Bennett
Markets and economics

Podcast: Have hawks just halted the rally in equities?

With investors now mulling over the consequences of the Jackson Hole symposium of central bankers...
By Ben Bennett
01 Sep 2022
1 min read
A bear market rally? Or not?
Ben Bennett
Markets and economics

A bear market rally? Or not?

What's behind the rally in equities, bonds and credit? That was the hot topic of our weekly...
By Ben Bennett
12 Aug 2022
2 min read
Tightening our belts: what soaring food and fuel costs could mean for discretionary spending
Camilla Ayling
Markets and economics

Tightening our belts: what soaring food and fuel costs could mean for discretionary spending

In this third blog of our series on the cost of living crisis, LGIM's Consumer Global Research an...
By Camilla Ayling
05 Aug 2022
3 min read
The rise of ‘S’ in ESG investing
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

Active Strategies Q3 Outlook: all change, please
Colin Reedie
Markets and economics

Active Strategies Q3 Outlook: all change, please

If the market regime is changing, it may be time to pick your battles.
By Colin Reedie
21 Jul 2022
2 min read
Earnings season outlook: what the first reports are telling us
Markets and economics

Earnings season outlook: what the first reports are telling us

Early indications point to cautious guidance amid the macroeconomic uncertainty, but no big...
By Tim ArmitagePatrick Greene
18 Jul 2022
3 min read
Japan versus global inflation
Markets and economics

Japan versus global inflation

Numerous factors are putting upward pressure on prices in Japan, and the yen is acting as an esca...
By Tim DraysonLars KreckelChristopher Jeffery
13 Jul 2022
3 min read