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.

Active equity

Walmart_AI
ESG and long-term themes

An unlikely AI case study?

Walmart* may not be glamourous, but the American retail giant is showing the way ahead for creating potential value with artificial intelligence (AI).
Ewan BowerbankRobert White
By  Ewan Bowerbank, Robert White
30 Oct 2024
4 min read
How climate
ESG and long-term themes

The ‘how’ of climate action investing

Seeking to unlock value from the energy transition
Nick StansburyRobert White
By  Nick Stansbury, Robert White
21 Oct 2024
5 min read
what climate
ESG and long-term themes

The ‘what’ of climate action investing

Focusing on high not low-carbon stocks via active ownership and investment.
Nick StansburyRobert White
By  Nick Stansbury, Robert White
15 Oct 2024
2 min read
climate teaser
ESG and long-term themes

Climate change: Inaction is not an option

Climate change: Inaction is not an option. Seeking to deliver an active approach to engagement and investing.
Nick StansburyRobert White
By  Nick Stansbury, Robert White
23 Sept 2024
micro eyes
Investment strategy

UK equity manager performance through ‘micro factor’ eyes

Investing into active UK equity managers has sometimes been considered synonymous with investing into UK small caps, and it is clear why that is the...
Francis Chua
By  Francis Chua
16 Sept 2024
3 min read
london-skyline.jpg
Investment strategy

Is London losing its lustre as a listing location?

UK assets have increasingly fallen out of favour with global investors and corporates alike. However, there are measures underway to change this, and attractive valuations...
Camilla AylingPatrick Greene
By  Camilla Ayling, Patrick Greene
26 Jul 2024
3 min read
Food farming grain
Markets and economics

Food for thought: the environmental impact of the food sector

In the first part of a new series, we examine the environmental impact of the food value chain, and consider which sectors might be best...
Stuart Briscoe
By  Stuart Briscoe
11 Jul 2024
3 min read
UK-rain London
Markets and economics

Summer showers and shipping setbacks: a perfect storm for UK retailers?

We’re known for complaining about the weather in Britain, but retailers in particular have good reason to. And their complaints don’t stop there…
Camilla Ayling
By  Camilla Ayling
03 Jul 2024
4 min read
Asia map
Investment strategy

Shopping for yield? Have you considered Asia Pacific ex Japan equity income?

We believe Asia could be the perfect hunting ground for investors in search of yield beyond traditional markets.
Ji Shi
By  Ji Shi
25 Jun 2024
3 min read
uncertain abound
Markets and economics

Uncertainty abounds

With geopolitical tension rising, we consider a fundamental choice confronting investors, and what it takes to remain objective.
Tim DraysonChristopher TeschmacherChristopher Jeffery
By  Tim Drayson, Christopher Teschmacher, Christopher Jeffery
28 May 2024
6 min read

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