Equities (152)

Russia's invasion of Ukraine hit risk assets hard. Have ETFs helped investors manage uncertainty?
Markets and economics

Russia's invasion of Ukraine hit risk assets hard. Have ETFs helped investors manage uncertainty?

ETFs have a reputation as price-discovery tools at times of market stress. We unpack the data to...

By Carolina Carloni

13 May 2022

5 min read

US profits hold firm in first quarter – but do the data point toward an earnings crunch next year? And which data are best?
Equities

US profits hold firm in first quarter – but do the data point toward an earnings crunch next year? And which data are best?

First-quarter earnings for 2022 have so far not delivered many upsets, even if the post-pandemic...
By Tim DraysonLars Kreckel
27 Apr 2022
4 min read
LGIM’s voting intentions for 2022
Investment Stewardship team
ESG and long term themes

LGIM’s voting intentions for 2022

Our voting intentions on ESG issues at upcoming shareholder meetings, including McDonald's...
By Investment Stewardship team
26 Apr 2022
5 min read
Capex and the challenge of rising labour costs
Nitin Anandkar
Equities

Capex and the challenge of rising labour costs

The corporate world is casting around for ways to combat the pressure of rising inflation. Could...
By Nitin Anandkar
22 Apr 2022
3 min read
The quest for resilience in a fragile world
Investment strategy

The quest for resilience in a fragile world

Russia's invasion of Ukraine, and central bank back-peddling in the face of surging inflation,...

By Colin Reedie

20 Apr 2022

4 min read

An investor’s guide to the metaverse
Lars Kreckel
Equities

An investor’s guide to the metaverse

In the second installment of a two-part blog, Lars Kreckel considers the economic and investment...
By Lars Kreckel
13 Apr 2022
5 min read
Dealing with recession risk
Economics

Dealing with recession risk

Everyone's thinking about it, but no one wants to say it: recession. Here's our analysis of...
By Lars KreckelTim Drayson
07 Apr 2022
3 min read
Allocations for inflation (part 5): a tale of three asset classes
John Southall
Investment strategy

Allocations for inflation (part 5): a tale of three asset classes

As John Roe highlighted in his blog in this series , we believe clients shouldn't lose sight of...
By John Southall
31 Mar 2022
4 min read