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.

Market Cycle

broaden equity
Equities

An ‘immaculate broadening out’? We don’t think so

Hopes are building around US small caps, but we believe valuations could make the vulnerable if the economy slows.
Robert Griffiths
By  Robert Griffiths
29 Oct 2024
3 min read
optical illusion
Economics

Optical illusion

We believe the prospects for a US soft landing have improved further due to recent large upward revisions to household savings and profits in the...
Tim Drayson
By  Tim Drayson
17 Oct 2024
3 min read
Pod Market
Markets and economics

Podcast: US election preview – the CIO call

Podcast: US election preview – the CIO call
LGIM team
By  LGIM team
26 Sept 2024
1 min read
Fragile markets
Markets and economics

Fragile markets vs. political risk

We believe periodic market disruptions are increasingly probable in late cycle. Enter the US election.
Emiel van den HeiligenbergChristopher Jeffery
By  Emiel van den Heiligenberg, Christopher Jeffery
24 Sept 2024
4 min read
Yield curve
Markets and economics

Reversion to ‘un-inversion’

Assessing the potential signaling value of the yield curve.
Christopher Jeffery
By  Christopher Jeffery
18 Sept 2024
4 min read
Pod Market
Markets and economics

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.
LGIM team
By  LGIM team
13 Sept 2024
1 min read
wave volatility
Fixed income

Webinar: Active fixed income – riding a wave of volatility

How our investors seek opportunities in turbulent times.
Colin ReedieMatthew ReesLGIM team
By  Colin Reedie, Matthew Rees, LGIM team
12 Sept 2024
1 min read
stick landing
Economics

Sticking the landing

Anxiety around a US recession briefly flared up at the start of August, but our recession indicators suggest that while risks remain, the chances of...
Tim Drayson
By  Tim Drayson
27 Aug 2024
3 min read
AFI-outlook-Q324 cover
Investment strategy

Q3 Active Fixed Income Outlook: Back to the 1970s?

Geopolitical tensions, sticky inflation and ballooning government deficits. Sound familiar?
Colin Reedie
By  Colin Reedie
23 Jul 2024
4 min read
Pick-up sticks
Investment strategy

What if everything goes right?

While equities have headroom in a benign environment, we now see credit as unfavourably asymmetrical given limited risk compensation and capped upside.
Emiel van den HeiligenbergTim Drayson
By  Emiel van den Heiligenberg, Tim Drayson
15 Jul 2024
3 min read

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