Just when investors thought inflation was under control, short-dated bond yields are on the rise again as the possibility of higher rates from central banks looms large. But what's the impact on other asset classes? Find out in the latest episode of Market Talk.
Across the world, more women participate in the formal labour market than ever before. But as the quality of women's employment varies widely, what can be done to reduce international differences?
Probably, but the more important question is whether a weaker dollar has already been priced in by markets.
Why should investors take note of advances in the field of data science? And why now?
With a repeat of the 2011 US debt ceiling showdown increasingly likely, we give some answers on how an agreement could be reached.
What can 'Veganuary' teach us about sustainable investing and all its ingredients?
We expect much of the world to slip into recession, creating a challenging backdrop for equities. But there are also grounds for some optimism.
In the popular 90s video game Tomb Raider, Angelina Jolie’s alias Lara Croft traversed the world, opening chests and crypts and looking for different but complementary treasures. Multi-factor investing isn’t wildly different, but all that glitters is not gold…
The pain for the UK economy from rising mortgage rates and utility costs has only just begun. Brace for a longer and deeper recession than consensus expects, write Tim Drayson and Hetal Mehta.
Splitting out the Chief Executive Officer (CEO) and board chair roles may help companies prepare for future challenges.
Last week's small inflation miss led to a big market reaction, reflecting hopes that we're near the end of the hiking cycle. But as we drift towards recession, will the corporate outlook spoil the mood?
Branded as 'not for the faint of heart' in the early days, direct UK renewable assets have become a staple ingredient of infrastructure funds of varying risk profiles. However, the investment landscape is shifting considerably.
Several major factors are weighing on economic growth today. How could these problems be resolved, and how likely are we to see solutions?
Since our last quarterly note, where we focused on the threats to the world economy, political and international events have meant that the global economic backdrop has become somewhat more positive and market positioning is less stretched than we had anticipated.
Upside inflation surprises have weighed on markets all year, but as inflation and growth fall, so could bond yields.
In this outlook, teams from across LGIM examine the opportunities and risks with which investors are presented in this context.
According to one Fed governor, ‘purple squirrels’ (false vacancies) are distorting US job postings. But the relationship between unemployment and vacancies will be key to determining whether a soft landing is achievable in the US.
A once-fringe economic theory has been embraced by liberal politicians at the same time as traditional budget hawks have been in retreat. Its rise has potentially radical implications for inflation and investors.
Financial advisers are facing an increasingly complex universe of sustainability regulations. We have created a guide to help you understand these regulatory changes, as well as how LGIM can provide support.
Roll up, roll up ... behold the amazing, disappearing bund market.