CAMERA: our capital market assumptions update
Markets and economics

CAMERA: our capital market assumptions update

Over the past quarter, valuation-based return estimates for most broad equity markets as well as...

By Tim Armitage

30 May 2024

1 min read

Macro Matters

New home, same compelling insights from our Asset Allocation team
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Near-term opportunities and long-term trends
Robin Martin
ESG and long-term themes

Near-term opportunities and long-term trends

After the correction, we assess those areas that we believe might benefit over the coming months ...
By Robin Martin
29 May 2024
3 min read
Our oil & gas sector principles: targets and actions
ESG and long-term themes

Our oil & gas sector principles: targets and actions

As responsible investors, we believe we have a vital role in ensuring companies have the right...
By Dror ElkayamStephen BeerLewis Ashworth
29 May 2024
3 min read
The power behind clean power: carbon pricing
ESG and long-term themes

The power behind clean power: carbon pricing

We explore the role of carbon pricing in incentivising lower-carbon activities.

By Elisa PiscopielloMichael Stewart

28 May 2024

3 min read

Podcast: US consumption, equity and credit divergence and copper – Market Talk
LGIM
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
How automation is transforming logistics
Investment strategy

How automation is transforming logistics

Ever wondered what goes on inside a giant high-tech logistics site? We share our insights from a...
By Aude MartinMatthew Kemp
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