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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Oil

ESG and long-term themes

A fossil fuel-free future?

We believe climate risks and opportunities can be better addressed through modelling and careful analysis than with the blunt tool of divestment across an entire sector.  
By Sarah Peasey

Commodities

Oil be damned

The attack on two Saudi oil facilities has led to a spike in oil prices and delivered another shock to a world economy already suffering from a plethora of downside risks. Is this the tipping point towards recession?;
By Tim Drayson

Commodities

Gaming Saudi oil production

OPEC members have a long history of breaching production quotas, which contributes to scepticism about current cuts. Game theory explains why this pattern persists and also why the Saudis often act, as cartel leader, if it becomes too widespread.;
By John Roe

Investment strategy

Assuming the position

We worry about sharing popular investment ideas, since the view is probably in the price. But how do we know if a trade is crowded? Positioning information can give us a clue, although it requires careful interpretation.;
By John Roe

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