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

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... 
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. 
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... 
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... 
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... 
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. 
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. 
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... 
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... 
Unfollowing the crowd
How our rates investors seek to avoid the pitfalls of prediction in actively managed government bonds Recommended content for you
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