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.

GLP injection medicine
Markets and economics

Identifying potential long-term winners from the new generation of weight-loss drugs

Countries with high levels of obesity and the means to pay for the latest treatments could benefit from increased labour supply.
Chris Franklin
By  Chris Franklin
20 Nov 2024
4 min read
Street-scene above
Investment strategy

Niche no more

Is investment grade corporate emerging market debt an asset class whose time has come?
Matthew RodgerSanchay Singla
By  Matthew Rodger, Sanchay Singla
19 Nov 2024
2 min read
Supermarket shopping
Investment strategy

Walmart: from small rural store to the world’s largest retailer

In the first of a two-part series on Walmart, we consider five key factors behind the rise of the global retail giant.
Elisa Piscopiello
By  Elisa Piscopiello
19 Nov 2024
4 min read
social mobility
ESG and long-term themes

Why social mobility is essential for our industry

Perceived social status remains a barrier to many talented people who want to enter asset management.
Matthew Kemp
By  Matthew Kemp
18 Nov 2024
3 min read
Fed CIO
Investment strategy

Chart of the month: Bonds buck the trend

Bond markets normally rally after a rate cut, but not this time. What gives?
Christopher Jeffery
By  Christopher Jeffery
13 Nov 2024
2 min read
Binoculars searching
Investment strategy

Expected returns: boosting our binoculars

How should investors capture the shape of returns when making long-term return estimates across different asset classes?
John Southall
By  John Southall
13 Nov 2024
3 min read
Camera EMD
Markets and economics

CAMERA: our capital market assumptions update

This time around, we focus on the outlook for emerging markets.
Tim Armitage
By  Tim Armitage
12 Nov 2024
2 min read
AI and cyber
ESG and long-term themes

Could you spot an AI-powered cyber scam?

As cybercriminals harness the power of AI to make their attacks more credible, what can be done to distinguish genuine communications from sophisticated scams?
Aude Martin
By  Aude Martin
12 Nov 2024
4 min read
Corporate hybrid
Investment strategy

Hybrid theory

What the new rating methodology for hybrid bonds means for investors
Jonathan Constable
By  Jonathan Constable
11 Nov 2024
3 min read
Pod Market
Markets and economics

Podcast: What does Trump’s election win mean for investors?

Our experts discuss the global market and macroeconomic outlook following the US presidential election.
LGIM team
By  LGIM team
08 Nov 2024

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