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

ESG and long-term themes

Techlash: Why investors may be too worried

While I still like tech, there are two 'R's in particular that I worry about: recession and regulation. Focusing on regulation, the risk is real, but is the market too concerned about it?
By Lars Kreckel

Equities

Equity protection, it’s the same as buying a car really

Buying cars and protecting yourself from equity market falls may not appear to have much in common. But you might choose to do both if you had the option…;
By Femi Bart-Williams

Equities

Are capex concerns overblown?

‘Capex’ has become finance's dirty word. But, as we enter the final leg of this business cycle, are investors too negative about companies redistributing profits to invest in growth?;
By Gavin Launder

Investment strategy

Is the multi-factor craze the next fool’s gold rush?

In the popular 90s video game Tomb Raider, Angelina Jolie’s alias Lara Croft traversed the world, opening chests and crypts and looking for different but complementary treasures. Multi-factor investing isn’t wildly different, but all that glitters is not gold…;
By Fadi Zaher

ESG and long-term themes

What's a Chinese mobile phone subscriber worth?

Chinese telecom providers are building goodwill with consumers alongside profits by offering faster connection speeds and lower prices. But what's the difference in mobile phone spend between developed and emerging markets?;
By Veeral Gandhi

Equities

Rebuilding America: the case for US infrastructure stocks

Will 2019 be the year the US finally decides to repair its crumbling infrastructure? Probably not. Nevertheless, in the Asset Allocation team we have bought a basket of stocks that are exposed to US public infrastructure spending. Confused? Let me explain.;
By Lars Kreckel

Economics

Rebuilding America: the case for US infrastructure stocks

Will 2019 be the year the US finally decides to repair its crumbling infrastructure? Probably not. Nevertheless, we have bought a basket of stocks that are exposed to US public infrastructure spending. Confused? Let me explain.;
By Lars Kreckel

Economics

Keeping the fundamental faith

As outlined in the team's 2019 outlook, we believe the US economy is entering the twilight zone of economic cycle.  However, recent US equity weakness and bond strength appears excessive given the fundamentals, as I explained on Bloomberg TV.;
By John Roe

Equities

Buying the discounts this Black Friday

The now annual sale known as Black Friday has changed the face of consumer spending. While 2018 looks set to be another record-breaking year, we believe this promotional environment acts like the Sword of Damocles over the future of many UK retailers.;
By Gavin Launder

Equities

Opportunities for stock pickers after the October sell-off

As investors reassess the global economic outlook, how should a stock picker react to the October equity market sell-off?;
By Nigel Masding

ESG and long-term themes

Breathing new life into pharma

The pharmaceutical sector has made an impressive recovery from its early 2018 malaise. What's behind this?;
By Aanand Venkatramanan

Equities

Midterm elections, strong fundamentals and a Santa rally?

Equities tend to rally into year end, and particularly in years with US midterm elections. While this could easily be a statistical fluke, the Asset Allocation team sees fundamental reasons to buy stocks at this point and is now moving positive on the asset class on a tactical basis.;
By Emiel van den Heiligenberg

Equities

Long, dark nights and a chilling equities sell-off

The sharp de-rating of equities has certainly felt more trick than treat in these past few weeks. But is it justified?;
By Gavin Launder

Equities

A view from a growth investor: are we at a turning point?

For all the market noise, we don't believe the recent sentiment-driven style rotation to value stocks has changed the fundamentals of high-quality growth stocks.;
By Gavin Launder

Equities

Driving Miss S&P

What’s been driving the recent mishap in US equities?;
By John Roe

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