Active strategies (38)

What a Labour win could mean for gilts
Markets and economics

What a Labour win could mean for gilts

Investors are weighing the implications for government borrowing following the UK election expect...

By Alex MackGuy Whitby-SmithAsset Allocation

22 May 2024

3 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
Artificial intelligence: building bits into brains
Matthew Rodger
ESG and long-term themes

Artificial intelligence: building bits into brains

Recent AI advances are remarkable, but can progress be sustained?
By Matthew Rodger
19 Mar 2024
4 min read
Securitised products explained
Investment strategy

Securitised products explained

With roots dating back to the 1970s, securitised products have evolved to such an extent that the...
By Alec DuchatellierPriya Joshi
01 Mar 2024
3 min read
Mind the grey swans
Markets and economics

Mind the grey swans

Rather than worrying about unpredictable possibilities, we focus our energy on events whose...

By Chris Franklin

20 Feb 2024

5 min read

Look for the signs
Fixed income

Look for the signs

A significant increase in debt issuance, and therefore the growth of a particular sector, can oft...
By Marc RoversConnor Olvany
20 Feb 2024
3 min read
Podcast: Fixed income in focus
Fixed income

Podcast: Fixed income in focus

In the first of our new series of active fixed income podcasts on LGIM Talks, we chat to Mat Rees...
By LGIMActive Fixed Income
16 Feb 2024
1 min read
Diversification: The name of the game
Matthew Rees
Investment strategy

Diversification: The name of the game

Has the positive correlation between bonds and equities over the last two years further...
By Matthew Rees
13 Feb 2024
2 min read