Podcast: Fixed income in focus – halfway there
Investment strategy

Podcast: Fixed income in focus – halfway there

As bond investors look towards the second half of 2024, we hear from Colin Reedie, Head of Active...

By LGIMActive Fixed Income

14 Jun 2024

1 min read

Macro Matters

New home, same compelling insights from our Asset Allocation team
Read on
Chart of the month: Picking up pennies
Ryan Boothroyd
Markets and economics

Chart of the month: Picking up pennies

There is a cautionary tale in financial markets about those that indulge in 'picking up pennies i...
By Ryan Boothroyd
06 Jun 2024
2 min read
Podcast: Indian elections, Chinese bonds and US payrolls – Market Talk
LGIM
Markets and economics

Podcast: Indian elections, Chinese bonds and US payrolls – Market Talk

Where next for investors in light of the Indian election result? And are Chinese bond yields...
By LGIM
06 Jun 2024
1 min read
Challenges in a changing world: funding the energy transition
ESG and long-term themes

Challenges in a changing world: funding the energy transition

In the second instalment of our series on investment stewardship and the transition, we look at t...

By Stephen Beer

05 Jun 2024

4 min read

Beyond beds and sheds: Industrial real estate in a 4D world
Bill Page
ESG and long-term themes

Beyond beds and sheds: Industrial real estate in a 4D world

We expect industrials to outperform in the coming years, but could investors overlook new and...
By Bill Page
05 Jun 2024
3 min read
60/40 isn’t dead – it just needs a rethink
Francis Chua
Investment strategy

60/40 isn’t dead – it just needs a rethink

Adding multi-faceted, flexible fixed income sectors into the bond portion of a multi-asset...
By Francis Chua
04 Jun 2024
5 min read
Podcast: why water scarcity matters to investors
LGIM
ESG and long-term themes

Podcast: why water scarcity matters to investors

We discuss the technologies that could help overcome this urgent challenge, and how our stewardsh...
By LGIM
03 Jun 2024
1 min read