Numerous factors are putting upward pressure on prices in Japan, and the yen is acting as an escape valve for the central bank's yield curve control policy.
We’ve met with hundreds of company boards about improving their levels of gender diversity. The pushback we receive can be quite surprising…
While the precious metal appears expensive on valuation grounds, heightened risk aversion has led to additional demand from central banks.
With global attention spans becoming ever shorter, the virtues of patience and long-term thinking are more relevant than ever for investors.
The taper tantrum of 2013 showed how sensitive emerging markets (EMs) were to higher US rates, but there are some important differences this time around.
At first glance, the mortality tables released this year highlight a continued trend of falling life expectancy. What does this mean for pension schemes and markets?
We need to remain humble and nimble as we assess the changing investment landscape and seek to fulfil our purpose: to create a better future through responsible investing.
With interest rates in developed nations remaining near historically low levels, here’s a look at what investors can do to get their portfolios ready for any future hikes.
As this is the first time since the 1980s that inflation has been a challenge, our Asset Allocation team has turned their four steps to navigate inflation in portfolios into a practical inflation toolkit to provide additional support that aims to help protect client portfolios.
There’s a natural asymmetry in defined benefit (DB) pension schemes, compared with defined contribution (DC) schemes: upside is capped because trustees don’t need to pay more than 100% of promised benefits. The implications of this cap for your investment strategy are not necessarily as straightforward as you may think.
Active ownership means striving to create sustainable value for our clients. Our new report details how we achieved this in 2021.
What do Cineworld, JD Sports, and Fever-Tree have in common? The answer lies in transformational strategies across the pond.
First-quarter earnings for 2022 have so far not delivered many upsets, even if the post-pandemic lustre is fading. Looking to next year, however, the red-hot US labour market could threaten earnings – making it all the more important to turn to a broad set of data points to build a picture of what to expect.
By working with Capital Markets specialists, investors can trade in and out of ETFs more efficiently than they may realise.
In the final part of LGIM’s series on the asset allocation response to inflation, we look at equities. The traditional view is that equities exhibit real-asset-type qualities and are thus a relatively good place to be in a period of rising inflation. While we agree with that general statement, the relationship is a bit more complicated in the details.
Despite the lack of a firm explanation for the ‘Halloween effect’, markets have continued to exhibit seasonal tendencies since their discovery – although our new analysis suggests the effect may be fading.
In the fourth part of our series exploring the asset-allocation response to inflation, we look at the role of currencies.
He said, Xi said: President Trump believes tariffs are great for the US because China is paying; the evidence suggests otherwise.
In the third part of our series exploring the asset-allocation response to inflation, we look at the implications for fixed income.
Being active in high yield doesn’t necessarily mean taking on more risk. But risk management isn't all about reducing risk either. How should investors strike this balance?