Equities (167)

Tightening our belts: what soaring food and fuel costs could mean for discretionary spending
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
Matthew Courtnell
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
What dendrograms and clustering algorithms can tell us about equity markets
Investment strategy

What dendrograms and clustering algorithms can tell us about equity markets

Much like a family tree shows how closely related family members are, a dendrogram can reveal the...

By Patrick Greene

12 Jul 2022

3 min read

From a rock to a hard place: forget inflation, growth is now the big fear
John Roe
Markets and economics

From a rock to a hard place: forget inflation, growth is now the big fear

The past month saw a rapid shift in markets from worrying about inflation to worrying about growt...
By John Roe
08 Jul 2022
3 min read
Market volatility got you hot under the collar?
Investment strategy

Market volatility got you hot under the collar?

The rise in volatility and interest rates has, in our view, increased the relative appeal of equi...
By Iisha WilliamsCelia Shen
05 Jul 2022
4 min read
Pervasive gloom: just how bad is the US outlook?
Tim Drayson
Markets and economics

Pervasive gloom: just how bad is the US outlook?

Consumer confidence is falling and market jitters around recession risks have increased. But at...
By Tim Drayson
30 Jun 2022
3 min read