Podcast: US consumption, equity and credit divergence and copper – Market Talk
Markets and economics

Podcast: US consumption, equity and credit divergence and copper – Market Talk

Are tighter lending conditions finally impacting the US consumer? And what's behind the apparent...

By LGIM

24 May 2024

1 min read

Macro Matters

New home, same compelling insights from our Asset Allocation team
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LGIM’s voting intentions for 2024
Investment Stewardship team
ESG and long-term themes

LGIM’s voting intentions for 2024

Our voting intentions at upcoming shareholder meetings, including Apple, Nestle, Woodside Energy,...
By Investment Stewardship team
23 May 2024
3 min read
What a Labour win could mean for gilts
Markets and economics

What a Labour win could mean for gilts

Investors are weighing the implications for government borrowing following the UK election expect...
By Alex MackGuy Whitby-SmithAsset Allocation
22 May 2024
3 min read
Meme stocks are back – what does it mean for markets?
Markets and economics

Meme stocks are back – what does it mean for markets?

As GameStop* and AMC* return to the headlines, we highlight why we think the 'meme stock'...

By Christopher Teschmacher

21 May 2024

4 min read

The power behind clean power: energy transition metals
Investment strategy

The power behind clean power: energy transition metals

In the first of two blogs, we explore the role that metals will play in powering the transition t...
By Elisa PiscopielloMichael Stewart
20 May 2024
3 min read
Is China exporting deflation?
Erik Lueth
Markets and economics

Is China exporting deflation?

There is handwringing in Western capitals about excess capacity in China. The fear is that Chines...
By Erik Lueth
20 May 2024
3 min read