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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Markets and economics

US election: impact on markets and our positioning

As Trump claims victory, we summarise the market reaction, consider possible medium-term scenarios and outline our current positioning.
Matthew ReesChristopher Teschmacher
By  Matthew Rees, Christopher Teschmacher
06 Nov 2024
3 min read
Evolution private
Investment strategy

The evolution of private markets

Private markets are an increasingly visible part of the investment landscape. Although global assets under management (AUM) in private markets remain a fraction of those...
Martin Dietz
By  Martin Dietz
05 Nov 2024
3 min read
private markets size
Investment strategy

Private market funds: Big or small?

With the popularity of private markets funds taking up column inches, we ask the question whether the size of an offering matters to investors?
Lushan Sun
By  Lushan Sun
04 Nov 2024
2 min read
AFI climate
ESG and long-term themes

Aligning financial performance and climate in active fixed income

Positive climate impacts and financial returns are not incompatible. This is how LGIM’s AFI team factors climate change into our portfolios.
Marc Rovers
By  Marc Rovers
04 Nov 2024
3 min read
Budget image
Markets and economics

Better days ahead?

This week’s budget provides the economic policy clarity for the rest of this Parliament. We deliver our initial verdict.
Tim DraysonFiona Wu
By  Tim Drayson, Fiona Wu
31 Oct 2024
4 min read
go board concept
Equities

The equity market is concentrated – but does it matter?

In the second of a series on market concentration, we examine whether concentration poses a threat to investors.
Fadi ZaherJason LeeArchimidis Fotopoulos
By  Fadi Zaher, Jason Lee, Archimidis Fotopoulos
31 Oct 2024
4 min read
risky business
Investment strategy

Are private market investments a risky business for DC pension savers?

As the pensions industry edges forward in incorporating private market assets into DC investment portfolios, we at Legal & General wanted to check in with...
Rita Butler-Jones
By  Rita Butler-Jones
31 Oct 2024
1 min read
gold bars
Markets and economics

Can we still be optimistic about gold?

What’s the impact of rate cuts on gold prices?
Elisa Piscopiello
By  Elisa Piscopiello
30 Oct 2024
3 min read
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

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