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

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

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

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