Disclaimer: Views in this blog do not promote, and are not directly connected to any Legal & General Investment Management (LGIM) product or service. Views are from a range of LGIM investment professionals and do not necessarily reflect the views of LGIM. For investment professionals only.
Markets and economics
An ‘immaculate broadening out’? We don’t think so
Hopes are building around US small caps, but we believe valuations could make the vulnerable if the economy slows. 
European credit: Staying cautious
After market jitters in late summer, we are positioning cautiously in the absence of hard data indicating central banks have achieved a ‘soft landing’. 
The economic consequences of populist politics
Populist leaders can deliver short-term economic benefits via fiscal largesse, but research finds economic growth suffers in the long term. 
Cleared to land?
A soft landing is coming into view, but with potential pockets of turbulence ahead, we are neutral on risk assets. 
The world holds its breath
Global central banks have begun cutting rates – but the chief market determinant is sure to be (another) generationally consequential US election. 
EM fiscal outlook: Running out of other people’s money
It’s that time where most countries prepare their budgets for next year. So let’s take this opportunity to reflect on the outlook for emerging market... 
Optical illusion
We believe the prospects for a US soft landing have improved further due to recent large upward revisions to household savings and profits in the... 
Just how concentrated are equity markets?
In the first of a two-part series on market concentration, we explain the metrics used to measure concentration and what they tell us about today’s... 
Why the election won’t decide the fate of clean energy investment
Clean energy policies or monetary easing could provide near-term tailwinds, but we believe the underlying economics will remain the real driver of progress. 
Podcast: China rally, US jobs and Japan’s new PM – Market Talk
Has the blistering rally in Chinese equities got further to go, or was that it? Ben Bennett, Head of Investment Strategy, Asia, shares his verdict. 
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