9 February 2023
Is King Dollar's reign at an end?
Is King Dollar's reign at an end?

Probably, but the more important question is whether a weaker dollar has already been priced in by markets.   

8 March 2019
A woman's work is never done
A woman's work is never done

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?

9 February 2023
US debt deadlock: what happens next?
US debt deadlock: what happens next?

With a repeat of the 2011 US debt ceiling showdown increasingly likely, we give some answers on how an agreement could be reached.

12 March 2019
Swimming in data lakes and running through random forests (part 1)
Swimming in data lakes and running through random forests (part 1)

Why should investors take note of advances in the field of data science? And why now?

19 December 2022
2023 outlook: bracing for another tough year
2023 outlook: bracing for another tough year

We expect much of the world to slip into recession, creating a challenging backdrop for equities. But there are also grounds for some optimism.

8 March 2019
ESG integration -- from portfolio to plate
ESG integration -- from portfolio to plate

What can 'Veganuary' teach us about sustainable investing and all its ingredients?

12 December 2022
Bleak House: Our outlook for the UK
Bleak House: Our outlook for the UK

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.

7 March 2019
Is the multi-factor craze the next fool's gold rush?
Is the multi-factor craze the next fool's gold rush?

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…

28 November 2022
Why did markets rally, and can it be sustained?
Why did markets rally, and can it be sustained?

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?

6 March 2019
Why separation of powers on the board matters
Why separation of powers on the board matters

Splitting out the Chief Executive Officer (CEO) and board chair roles may help companies prepare for future challenges.

31 October 2022
The three barriers to economic growth today – and how they can be overcome
The three barriers to economic growth today – and how they can be overcome

Several major factors are weighing on economic growth today. How could these problems be resolved, and how likely are we to see solutions?

20 February 2019
UK renewable investment faces the winds of change
UK renewable investment faces the winds of change

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.

24 October 2022
Peak inflation signals the beginning of the end
Peak inflation signals the beginning of the end

Upside inflation surprises have weighed on markets all year, but as inflation and growth fall, so could bond yields.

6 February 2020
Q1 Outlook: Mind the traps
Quarterly Outlook: Mind the traps

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.

24 January 2020
CIO outlook: Year of change
CIO outlook: Year of change

In this outlook, teams from across LGIM examine the opportunities and risks with which investors are presented in this context.

9 January 2020
LGIM: Modern Monetary Theory: are deficit hawks an endangered species?
Modern Monetary Theory: are deficit hawks an endangered species?

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. 

23 July 2019
Will the last bund trader please turn out the lights?
Will the last bund trader please turn out the lights?

Roll up, roll up ... behold the amazing, disappearing bund market.

19 July 2019
Debunking eight persistent myths about corporate diversity
Debunking eight persistent myths about corporate diversity

We’ve met with hundreds of company boards about improving their levels of gender diversity. The pushback we receive can be quite surprising…

8 July 2019
How long is your Hamlet?
How long is your Hamlet?

With global attention spans becoming ever shorter, the virtues of patience and long-term thinking are more relevant than ever for investors.

5 July 2019
Reports of mortality's death have been grossly exaggerated
Reports of mortality's death have been grossly exaggerated

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?