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.

Walmart_AI
ESG and long-term themes

An unlikely AI case study?

Walmart* may not be glamourous, but the American retail giant is showing the way ahead for creating potential value with artificial intelligence (AI).
Ewan BowerbankRobert White
By  Ewan Bowerbank, Robert White
30 Oct 2024
4 min read
Lithium rock
ESG and long-term themes

Near-term headwinds versus long-term support: Where next for lithium?

The metal at the heart of transport electrification has a storied price history. But the long-term demand picture remains compelling, in our view.
Elisa Piscopiello
By  Elisa Piscopiello
29 Oct 2024
broaden equity
Equities

An ‘immaculate broadening out’? We don’t think so

Hopes are building around US small caps, but we believe valuations could make the vulnerable if the economy slows.
Robert Griffiths
By  Robert Griffiths
29 Oct 2024
3 min read
Affordable DC
Investment strategy

An affordable home is where the heart is for most DC pension savers

We believe using direct contribution (DC) pension fund investments to help tackle the UK’s housing shortage could be the way to the hearts of retirement...
Rita Butler-Jones
By  Rita Butler-Jones
28 Oct 2024
1 min read
Europe cautious
Fixed income

European credit: Staying cautious

After market jitters in late summer, we are positioning cautiously in the absence of hard data indicating central banks have achieved a ‘soft landing’.
Marc RoversLan Wu
By  Marc Rovers, Lan Wu
28 Oct 2024
3 min read
Social populism
Markets and economics

The economic consequences of populist politics

Populist leaders can deliver short-term economic benefits via fiscal largesse, but research finds economic growth suffers in the long term.
James Carrick
By  James Carrick
25 Oct 2024
3 min read
Data centre
ESG and long-term themes

Tomorrow’s world: The digital infrastructure opportunity

Forecasted growth for cloud computing, AI and data processing has created an increasing need to support digital infrastructure assets and, in our view, a substantial...
Matteo Colombo
By  Matteo Colombo
24 Oct 2024
1 min read
Aeroplane landing
Markets and economics

Cleared to land?

A soft landing is coming into view, but with potential pockets of turbulence ahead, we are neutral on risk assets.
Emiel van den HeiligenbergTim Drayson
By  Emiel van den Heiligenberg, Tim Drayson
24 Oct 2024
3 min read
Living sector
ESG and long-term themes

UK living sector investment: Slipstream into the mainstream

The fundamental underpin and regulatory environment in the UK relative to other global markets makes its residential sector an attractive opportunity for investors, in our...
Michael Adefuye
By  Michael Adefuye
23 Oct 2024
1 min read
OCIO Webinar
Investment strategy

Webinar: Endgame OCIO

Delivering your portfolio efficiently
Tim DougallAnne-Marie Morris (née Cunnold)Lisa Purdy
By  Tim Dougall, Anne-Marie Morris (née Cunnold), Lisa Purdy
23 Oct 2024
1 min read

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