Multi-asset (99)

Podcast: Why ‘Goldilocks’ is in danger
Markets and economics

Podcast: Why ‘Goldilocks’ is in danger

Our CIO, Head of Asset Allocation and Head of Economics discuss the market outlook, with a focus ...

By LGIMAsset Allocation

12 Apr 2024

1 min read

Introducing our capital market assumptions framework
Investment strategy

Introducing our capital market assumptions framework

Photographs are a wonderful way of preserving the past, allowing us to delve into our memories to...
By Tim ArmitageMartin Dietz
04 Mar 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
Mind the grey swans
Chris Franklin
Markets and economics

Mind the grey swans

Rather than worrying about unpredictable possibilities, we focus our energy on events whose...
By Chris Franklin
20 Feb 2024
5 min read
Macroeconomics, solutions and asset allocation – the CIO call
Investment strategy

Macroeconomics, solutions and asset allocation – the CIO call

In this podcast, Sonja Laud, LGIM's CIO, is joined by Guy Whitby-Smith, Head of Solutions, and Jo...

By LGIMAsset Allocation

18 Jan 2024

1 min read

US stock market dominance and reversion to the mean
Investment strategy

US stock market dominance and reversion to the mean

US equities have seen an unprecedented period of outperformance over the past decade, leading...
By Ella BennettChristopher Jeffery
18 Jan 2024
4 min read
The comeback kid
Emiel van den Heiligenberg
Markets and economics

The comeback kid

It has been a tough couple of years for diversified portfolios. But we think 2024 could be the ye...
By Emiel van den Heiligenberg
11 Jan 2024
3 min read
Podcast: Will illiquid investments help or hinder DC pensions?
Investment strategy

Podcast: Will illiquid investments help or hinder DC pensions?

Illiquid assets may be the talk of the DC town right now, but how can we use them to help maximis...
By LGIMAsset Allocation
01 Dec 2023
1 min read