It’s easy to be bearish on emerging-market equities amid the double trouble from regulatory and growth risks – but does this make it an opportune moment to buy on a valuation or contrarian basis?
Should investors be concerned about the US debt ceiling?
Our LGIM Live roadshows will take place in five locations across the UK in November. The events will cover topics including the key investing opportunities and challenges as we emerge from the pandemic, what advisers need to know to navigate a potential paradigm shift in markets, and how thematic investors can access new long-term growth markets.
Lacking a crystal ball to guide our inflation views, we must embrace the uncertainty and make pragmatic decisions to deal with all scenarios. In this series of blogs, LGIM look at the questions they think they can answer about inflation and the impact it’s having on how they manage fixed income, equities and currencies in the context of overall asset allocation.
Should we be concerned about a hit to UK households’ finances?
Policymakers appear happy to accept greater market volatility as they pursue macroprudential measures, which may also create room to meet climate targets.
What happens when inflation and geopolitics collide? To find out, join LGIM’s experts Justin Onuekwusi, Chris Teschmacher and Chris Jeffery for our next Unfiltered virtual coffee break on 24 March. They’ll also share the four steps they’re taking to tackle inflation in portfolios and what financial advisers need to know to navigate this challenging landscape.
Small-caps in the US may not be laggards for long.
As the conflict in Ukraine leads to a humanitarian crisis, we consider how the invasion could shape the economic outlook and where market sentiment could go from here.
We share our biggest fears about the current economic outlook.
What should investors make of China’s crackdown on its technology companies?
In our fourth post in this series, we look at the questions that Russia's invasion raises for the global economy. We also outline our views on the outlook for Fed, BoE and ECB policy.
From bagels to central banks, global money systems are becoming increasingly digital.
In the third blog in our series on the crisis in Ukraine, we examine the effect on the European consumer, the central-bank response, and our positioning.
Co-fund manager Andrzej Pioch gives a rundown on all you need to know about our Multi-Index fund range.
In the first of a two-part blog, we delve into the metaverse, and consider how far the vision is from becoming a (virtual) reality.
We continue to favour staying long equities, and are prepared to increase our exposure in a dip, as investors bask in the sunshine of a global economy in mid-cycle.
After years of underinvestment, the world is in the early stages of a potential global gas crisis. But with ambitious global climate targets largely incompatible with natural gas demand, uncertainty abounds.
Make yourself a coffee and join us for our next Unfiltered virtual coffee break on 8 July at 2PM. Our multi-asset experts Justin Onuekwusi and John Roe will pour over this issue and share their freshly-brewed insights on how financial advisers can navigate this challenge.
Taking a step back from day-to-day market movements, we have reflected on our team's overall investment strategy outlook and economic thinking. An update of our established framework of recession indicators suggests that the economy has moved into late cycle much faster than we expected. This makes our bullish view on equities more tactical than it was before.