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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Equities

Economics

Sneak Peek at Earnings

It’s still a few weeks until the Q2 earnings season, but early indications are promising mainly positive news when things properly kick off in July.
By Lars Kreckel

Investment strategy

Staying the course

With record amounts of stimulus still gushing through global markets, and the economic cycle at a relatively early stage, we remain positive on risk assets.  ;
By Emiel van den Heiligenberg

Economics

PMIs scream!

Hot forward-looking economic indicators will eventually cool. But we believe this will signal a maturing cycle, not the beginning of a recession.  ;
By Lars Kreckel

Economics

Standing up data through alternative sources

Unconventional datasets can help us challenge conventional thinking about economic and market trends.;
By John Roe

Economics

The 1.9 trillion dollar question

The S&P 500 index is roughly flat over the past month. Does this imply that not much has changed in that time? Far from it!  ;
By Lars Kreckel

ESG and long-term themes

Wind turbines: not something that will blow over

We believe wind-turbine manufacturers stand to benefit from the energy transition.  ;
By Stuart Briscoe

ESG and long-term themes

Sustainability is a marathon without a finish line

If 2020 represented a year of recognition for the importance of environmental, social, and governance (ESG) principles, then 2021 is widely expected to be a year of corporate action.  ;
By Matthew Courtnell

Equities

Earning sensation: what should we read into strong early results?

The early signs are that this will be a strong earnings season. I have two questions about what this could mean for investors.  ;
By Lars Kreckel

Investment strategy

Return of the “cult of equities”?

Equities have performed well, but we still believe investors should be wary of chasing yesterday’s returns.  ;
By Martin Dietz

ESG and long-term themes

The post-COVID economy: ecommerce explosion

In this first of a series of blogs exploring how COVID-19 has disrupted the global economy and the implications for investors, we look at the acceleration of ecommerce’s growth.  ;
By Jennifer Wong

Equities

Show me the money!

Wirecard is just the latest in a series of corporate scandals that demonstrate why we believe quality is essential in growth investing.  ;
By Gavin Launder

ESG and long-term themes

Cloud cover: cyber security in the age of remote working

The sudden switch to remote working has made cloud-based services central to corporate resilience planning, but poses security challenges that specialist providers are rising to meet.  ;
By Aude Martin

Equities

Cyclical or not, market leadership matters most

Investors can debate the merits of equity styles and factors, but ultimately we believe market leadership matters more.  ;
By Matthew Courtnell

Investment strategy

Bear market bravery: the importance of staying invested

COVID-19 and its impact on global markets are the key concerns for many investors. The question we are frequently asked is: How long will this last?  ;
By Justin Onuekwusi

Equities

Earnings season brings micro relief

Earnings beating expectations has brought some good micro news after weeks of macro negativity – but the relief may well prove to be micro in duration, too.  ;
By Lars Kreckel

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