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.

Asset allocation

Tariff COTM
Markets and economics

Chart of the month: Which countries could be most vulnerable to tariffs?

President Trump’s return to office has seen renewed threats of tariffs on numerous trading partners. Yet how much different countries are affected could vary depending...
Matthew Rodger
By  Matthew Rodger
14 Feb 2025
1 min read
Cash Money Bars
Investment strategy

Should investors hedge currency risk?

In a new whitepaper, John Southall investigates the question of how the strategic currency hedge ratio should depend on the time horizon.
Asset Allocation teamJohn Southall
By  Asset Allocation team, John Southall
12 Feb 2025
3 min read
gilt twenty
Fixed income

L&G explains: Demystifying the gilt market

The UK gilt market is huge, and the cornerstone of the UK financial system. But what form does that borrowing take, and why is it...
Christopher Jeffery
By  Christopher Jeffery
11 Feb 2025
6 min read
market tariff
Markets and economics

President Trump’s first couple of weeks: market implications

It has been a head-spinning few days for anyone following the policy announcements of the new US administration, with threats of tariffs for Canada, Mexico...
Christopher JefferyGreta Farina
By  Christopher Jeffery, Greta Farina
06 Feb 2025
5 min read
Trump tariff
Economics

President Trump’s first couple of weeks: economic implications

The White House’s policy agenda has been in overdrive since inauguration. Consensus expects the agenda to support US growth. We see significant downside risks to...
Tim Drayson
By  Tim Drayson
05 Feb 2025
4 min read
Pod Strategy
Investment strategy

Podcast: Should investors hedge forex risk?

Ahead of the release of an in-depth research paper, John Southall, Head of Strategic Research in our Asset Allocation team, delves into FX hedge ratios.
LGIM teamAsset Allocation team
By  LGIM team, Asset Allocation team
31 Jan 2025
1 min read
Chinese housing
Markets and economics

Is Chinese property troughing?

We believe it could be hard for the Chinese economy to reflate without a rebound or at least a trough in the Chinese property market.
Erik Lueth
By  Erik Lueth
22 Jan 2025
3 min read
flag america
Markets and economics

Chart of the month: US equities lead the way

US equities were once again the leading major asset class in 2024, resulting from strong returns from the mega cap technology stocks known as the...
Isabella Hughes
By  Isabella Hughes
15 Jan 2025
2 min read
yield rises
Markets and economics

What’s been happening in government bond markets?

Following on from our UK-focused LDI chart update on Friday, we take a broader look at the recent yield rises across government bond markets, including...
Fiona WuAsset Allocation teamActive Fixed Income team
By  Fiona Wu, Asset Allocation team, Active Fixed Income team
13 Jan 2025
4 min read
unfollow crowd
Investment strategy

Unfollowing the crowd

How our rates investors seek to avoid the pitfalls of prediction in actively managed government bonds
Amélie ChownaChristopher JefferyAlex Mack
By  Amélie Chowna, Christopher Jeffery, Alex Mack
08 Jan 2025
1 min read

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