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.
}

Market Cycle

Economics

Mind the traps

The global economy is again basking in a ‘Goldilocks’ moment, leading us to adjust our view on equities.
By Emiel van den Heiligenberg

Equities

Summer selling: can seasonality improve equity returns?

Despite the lack of a firm explanation for the ‘Halloween effect’, markets have continued to exhibit seasonal tendencies since their discovery – although our new analysis suggests the effect may be fading.;
By Barnaby Napier

Equities

Bullish as the cycle goes on

With the outlook improving, we have extended our bullish view on risk assets to the medium term.;
By Emiel van den Heiligenberg

Economics

Is a US recession looming?

Last week saw the largest monthly rise in core US inflation since March 2005. Does this mean the sun is setting on this economic cycle?;
By Emiel van den Heiligenberg

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