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.

Multi-asset

Camera EMD
Markets and economics

CAMERA: our capital market assumptions update

This time around, we focus on the outlook for emerging markets.
Tim Armitage
By  Tim Armitage
12 Nov 2024
2 min read
Evolution private
Investment strategy

The evolution of private markets

Private markets are an increasingly visible part of the investment landscape. Although global assets under management (AUM) in private markets remain a fraction of those...
Martin Dietz
By  Martin Dietz
05 Nov 2024
3 min read
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
Aeroplane landing
Markets and economics

Cleared to land?

A soft landing is coming into view, but with potential pockets of turbulence ahead, we are neutral on risk assets.
Emiel van den HeiligenbergTim Drayson
By  Emiel van den Heiligenberg, Tim Drayson
24 Oct 2024
3 min read
Pod Market
Markets and economics

Podcast: In conversation with… Ben Cherrington, Head of UK Wholesale

What does it take to rise up the ranks of investment distribution? And how has the advent of hybrid working and the demise of corporate...
LGIM team
By  LGIM team
20 Sept 2024
1 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
micro eyes
Investment strategy

UK equity manager performance through ‘micro factor’ eyes

Investing into active UK equity managers has sometimes been considered synonymous with investing into UK small caps, and it is clear why that is the...
Francis Chua
By  Francis Chua
16 Sept 2024
3 min read
sport factor
Investment strategy

What do factor investing and UK equity managers have to do with sport?

Can we rethink the way we look at performance drivers? Combined with an understanding of where we are in the economic cycle, we believe a...
Francis Chua
By  Francis Chua
09 Sept 2024
4 min read
Topix COTM
Equities

Chart of the month: August angst in the Japanese equity market

What's happened historically following large one-day falls in a country’s stock market?
Christopher JefferyGreta Farina
By  Christopher Jeffery, Greta Farina
04 Sept 2024
2 min read
strong dollar
Currency

Is the US dollar to blame for EM woes?

The US dollar cycle is a key metric to follow for any investor, but emerging market (EM) investors should pay particular attention to its ebbs...
Erik Lueth
By  Erik Lueth
03 Sept 2024
3 min read

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