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.
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Bull Market

Equities

Ready for stage 3?

After the sharp equity rally over the past four months, what could possibly drive another leg up? For me, the missing ingredient has been the lack of any upward re-pricing of growth.
By Lars Kreckel

Economics

When swimming naked becomes embarrassing

“You only find out who is swimming naked when the tide goes out” (Warren Buffett, 2001). In bull markets, market risk is often the most important driver of performance. However, we should pay attention to bottom-up investors in both equity and credit markets as they can add value in spotting turning points and identifying areas where investors may find themselves overexposed. ;
By Emiel van den Heiligenberg

Economics

It’s difficult at the top

Markets are grinding higher and many investors are looking to call the top of the market cycle. In this light we ask ourselves what causes bubbles and more importantly how do we spot them? Over time I have collected a range of indicators that seek to have some predictive value in spotting bubbles emerging. I modestly call this the Heiligenberg Index.;
By Emiel van den Heiligenberg

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