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Other articles by LGIM

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
Podcast: Digging deeper into commodities – geopolitics, the energy transition and gold
LGIM
Markets and economics

Podcast: Digging deeper into commodities – geopolitics, the energy transition and gold

We discuss the outlook for commodities, and consider the drivers behind changes in prices.
By LGIM
16 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
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
Webinar: Surplus to requirements?
LGIM
Investment strategy

Webinar: Surplus to requirements?

Why surpluses are back on DB scheme agendas.
By LGIM
02 May 2024
1 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
Podcast: Geopolitics, higher real yields, and China GDP – Market Talk
LGIM
Markets and economics

Podcast: Geopolitics, higher real yields, and China GDP – Market Talk

How do investors price in geopolitical tensions? And with fewer than two US interest rate cuts no...
By LGIM
18 Apr 2024
1 min read
Podcast: Why ‘Goldilocks’ is in danger
Markets and economics

Podcast: Why ‘Goldilocks’ is in danger

Our CIO, Head of Asset Allocation and Head of Economics discuss the market outlook, with a focus ...
By LGIMAsset Allocation
12 Apr 2024
1 min read

Authors from the same team (10)

Sonja Laud

Sonja Laud

Sonja is CIO of LGIM, having joined the business in January 2019 as Deputy CIO with responsibilit...
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Michelle Scrimgeour

Michelle Scrimgeour

Michelle was appointed Chief Executive Officer (CEO) of Legal & General Investment Management...
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Lewis Pugh

Lewis Pugh

Lewis Pugh swims in the most vulnerable ecosystems on Earth to call for their protection. He was...
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