Market movement (55)

Podcast: Fixed income in focus – halfway there
Investment strategy

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...

By LGIM

14 Jun 2024

1 min read

Bubble trouble: is the stock market riding for a fall?
Emiel van den Heiligenberg
Investment strategy

Bubble trouble: is the stock market riding for a fall?

It's hard to tell when a bubble is about to burst, but the LGIM Bubble Index suggests we aren't a...
By Emiel van den Heiligenberg
07 May 2024
3 min read
Something's gotta give
Markets and economics

Something's gotta give

Consensus is clustered around a trilogy of lower inflation, rate cuts and continued growth. Is th...
By Emiel van den HeiligenbergTim Drayson
22 Apr 2024
3 min read
Will the rates rally continue?
Christopher Jeffery
Fixed income

Will the rates rally continue?

Global government bonds delivered modestly positive returns in 2023 after two consecutive down...
By Christopher Jeffery
26 Feb 2024
2 min read
Will the magnificent seven ride again?
Investment strategy

Will the magnificent seven ride again?

A huge proportion of US equity performance last year was driven by only seven stocks. Can this...

By Ewan BowerbankRobert White

22 Jan 2024

4 min read

China tech: a reminder of the concentration conundrum
Alex Turner
Investment strategy

China tech: a reminder of the concentration conundrum

The rise and fall of China's tech sector provides a salutary reminder of the dangers of unchecked...
By Alex Turner
20 Nov 2023
4 min read
Value versus growth: more than meets the eye
Andrzej Pioch
Markets and economics

Value versus growth: more than meets the eye

It's easy to see the appeal of simplistic explanations, but detailed analysis shows the...
By Andrzej Pioch
11 Jul 2023
3 min read
Chart of the month: the bull and the bear
Christopher Teschmacher
Markets and economics

Chart of the month: the bull and the bear

What's behind the huge performance differential between the NASDAQ and the Hang Seng Tech indices?
By Christopher Teschmacher
01 Jun 2023
1 min read