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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

What does the term ‘endgame’ actually mean?
LGIM
Investment strategy

What does the term ‘endgame’ actually mean?

With DB schemes maturing rapidly amid higher funding levels, talk of endgame strategies is all...
By LGIM
10 May 2024
1 min read
Rates, politics and asymmetric opportunities
Sonja Laud
Markets and economics

Rates, politics and asymmetric opportunities

When we started planning this publication back in March, markets were still pricing in a...
By Sonja Laud
09 May 2024
3 min read
Podcast: Patient Powell, China’s equity rally and oil – Market Talk
LGIM
Markets and economics

Podcast: Patient Powell, China’s equity rally and oil – Market Talk

With strong US growth and sticky inflation, why is Jay Powell still in patient mode on the intere...
By LGIM
03 May 2024
1 min read
Active ownership: engagement that matters
ESG and long-term themes

Active ownership: engagement that matters

People all over the world endured a difficult 2023, a year marked by geopolitical conflict, risin...

By Michelle Scrimgeour

25 Apr 2024

2 min read

Podcast: Engage for change - Active Ownership at LGIM
LGIM
ESG and long-term themes

Podcast: Engage for change - Active Ownership at LGIM

To coincide with the launch of LGIM's 13th annual Active Ownership report, we discuss the depth a...
By LGIM
25 Apr 2024
1 min read
Podcast: What megatrends will define the future of real assets?
LGIM
ESG and long-term themes

Podcast: What megatrends will define the future of real assets?

The narratives shaping the portfolios of 2030 and beyond.
By LGIM
23 Apr 2024
1 min read
Geopolitical risk and the global market outlook
Markets and economics

Geopolitical risk and the global market outlook

As the Middle East conflict enters a worrying new phase, we assess what the uptick in geopolitica...
By Sonja LaudColin ReedieTim Drayson
19 Apr 2024
3 min read