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.

04 Jan 2019
3 min read

US fundamentals support equities over government bonds

As outlined in the team's 2019 outlook, we believe the US economy is entering the twilight zone of economic cycle. 

However, recent US equity weakness and bond strength appears excessive given the fundamentals, as I explained on Bloomberg TV.

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United States Active equity Central banks Government bonds
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John Roe

Head of Multi-Asset Funds

With failed football dreams behind him, John applies the same level of enthusiasm to investing and how to improve outcomes by battling behavioural biases. He…

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