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.
Bank of England
Podcast: Volatility, dis-inversion and the path of rates – Market Talk
What was behind the 'flash crash' and last week's smaller wobble? Ben Bennett, Investment Strategist APAC, explains all. 
Podcast: Master trust matters with Robert Waugh, Chair of Trustees of the Legal & General Mastertrust
The independent chair of the Legal & General Mastertrust’s board of trustees and our Head of Mastertrust & IGC review the past year and consider... 
A long-term perspective on ARP
What have we learnt about the role of Alternative Risk Premium (ARP) strategies over the past decade? 
The Bank of England has eased the brakes. What happens next?
In a ‘finely balanced’ decision, the UK’s Monetary Policy Committee has cut rates for the first time since the Covid-19 pandemic. But how fast could... 
Podcast: Fixed income in focus – halfway there
As bond investors look towards the second half of 2024, we hear from Colin Reedie, Head of Active Strategies, regarding the myriad of forces driving... 
What a Labour win could mean for gilts
Investors are weighing the implications for government borrowing following the UK election expected later this year. Could higher gilt yields be on the horizon? 
LDI chart update: Is the price now right?
The spread of gilts over swaps rose steadily over 2023, as the market made room for supply. The first few months of 2024 have seen... 
When will UK rates start to fall?
The bank's cautious messaging following its decision to keep rates at 5.25% suggests we may not see cuts before the April inflation numbers are available. 
What the hedgehog tells us about interest rate forecasts
It's a prickly subject, but history demonstrates that markets can't reliably predict what central banks will do next. 
What next? Skirting risks, harvesting yields
As inflation and growth dynamics vie with political risk for investor attention next year, we anticipate fresh volatility - and opportunity - in this higher-rate... 
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