Disclaimer: Views in this blog do not promote, and are not directly connected to any Legal & General Investment Management (LGIM) product or service. Views are from a range of LGIM investment professionals and do not necessarily reflect the views of LGIM. For investment professionals only.

Investment distancing

I discuss the importance of avoiding crowded positions in a Bloomberg interview.

 

With so much economic uncertainty, we’re paying greater focus to sentiment and positioning as drivers for our views – the idea being to avoid crowded positions that are particularly vulnerable to a change in the market narrative.

On Bloomberg, I recently discussed what that means for our thinking on a wide range of assets including US technology stocks, the euro, and US corporate bonds.

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