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.
}

Equities

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

Equities

The earnings outlook in a recession

Our modelling of US corporate earnings suggests we will see a significant decline in the quarters ahead, but there are some grounds for optimism relative to previous crises.  ;
By Lars Kreckel

Equities

Looking beyond the equity bounce

The stock market rallied strongly this week, but investors must ask themselves whether this is sustainable amid the economic downturn.;
By Emiel van den Heiligenberg

Economics

Herd mentality: don’t be complacent about immunity

Headlines suggesting half the British population has been infected by COVID-19 should not give us false hope about reaching herd mentality sooner than expected.;
By Erik Lueth

Equities

Equities: the case for further caution

Despite the massive declines in markets, we are wary on the outlook for risk assets like global equities, given the large uncertainty over the economic impact of COVID-19 and the efficacy of the response from policymakers.;
By Emiel van den Heiligenberg

Economics

Emergency Fed rate cuts are rarely good news

It feels counter-intuitive to say that Federal Reserve (Fed) rate cuts don’t help equities. But when it comes to the emergency kind, like the one we saw on Tuesday, a look back in history does not bode well for stock markets.;
By Lars Kreckel

Equities

The case for UK equities in a climate of change and uncertainty

‘Much has changed, but a lot remains the same’ is perhaps a fitting phrase to describe the course of markets last year. Whilst the last few months have brought about some significant changes, the issues faced by UK equity investors are still remarkably similar to those at the start of 2019.;
By Stephen Message

Sign up for email alerts

Latest articles in a weekly digest

Please select your location

Europe

North America

Asia

Please select your investor type

Please select your investor type