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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ETFs

ESG and long-term themes

Are we at an inflection point or a reflection point?

It is difficult to reconcile the recent exuberance of financial markets with the problems we see in the real economy around us. Focusing on long-term themes may help investors through this tension.  
By Peter Finn

ESG and long-term themes

Blackouts and batteries: making electricity grids more resilient

The unveiling of the world’s largest battery storage project is an important step in the global transition to using more renewable sources of power. It should also spur us to do more, faster.  ;
By Aanand Venkatramanan

ESG and long-term themes

What has changed for thematic investing?

I recently discussed developments in how investors are approaching themes and ESG considerations on Bloomberg.  ;
By Howie Li

ESG and long-term themes

Is the market for hydrogen fuel just hot air?

Hydrogen is up in the air as a fuel source, but demand for alternative battery technologies is still well grounded.  ;
By Aanand Venkatramanan

ESG and long-term themes

What happens when central banks buy equity ETFs?

It is not unthinkable that other major central banks could follow the Bank of Japan’s lead and buy equity ETFs; the Japanese experience offers lessons on how ETF investors can support society more broadly.  ;
By Cosmo Elms

Investment strategy

ETFs pass their bear test

Fears about the liquidity of ETFs have accompanied their incredible popularity, but the recent bear market has demonstrated that they have remained tradeable.;
By Annacarla Dellepiane

ESG and long-term themes

Rare Disease Day: raising awareness

More than 300 million people around the world suffer from what are known as rare diseases. Pharmaceutical companies have not historically focused on these illnesses, but new incentives are encouraging them to do so and breakthroughs are occurring.;
By Tobias Merfeld

ESG and long-term themes

Batteries: one size doesn’t fit all

Batteries don’t just come in sizes like AAA and AA anymore, and new battery technologies are creating new battery applications.;
By Tobias Merfeld

Equities

Border games: the challenges of international ecommerce

The world’s smelliest fruit is a case study in how ecommerce is overcoming the challenges of national borders.;
By Tobias Merfeld

Equities

Warehouse wonders: three profiles in ecommerce innovation

A host of companies are finding innovative ways to support and expand the ecommerce revolution.;
By Aude Martin

ESG and long-term themes

Can batteries jump start the transition to renewable energy?

Improvements in battery technology will underpin the world’s transition to renewable energy.;
By Aude Martin

ESG and long-term themes

What happens when Zuck’s bucks get Stux?

As tech giants rush into digital currencies and payments, it’s not just consumers who will need to be careful; the likes of Facebook and Apple will have to invest heavily in cybersecurity to guard against the next Stuxnet or WannaCry.;
By Aanand Venkatramanan

Investment strategy

How investors can benefit from another ETF 'heartbeat trade'

By working with Capital Markets specialists, investors can trade in and out of ETFs more efficiently than they may realise.;
By Annacarla Dellepiane

Equities

Tech stocks: Still a field of themes

The technology sector will no doubt continue to face challenges as the world adjusts to the disruption it is causing. But the sheer potency and variety of its investment themes means we believe the outlook remains decidedly rosy.;
By Peter Finn

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