Active equities

Will the magnificent seven ride again?
Investment strategy

Will the magnificent seven ride again?

A huge proportion of US equity performance last year was driven by only seven stocks. Can this...

By Ewan BowerbankRobert White

22 Jan 2024

4 min read

£1 coffee, stock overhangs and conglomerate discounts
David Jackson
Investment strategy

£1 coffee, stock overhangs and conglomerate discounts

If you know where to look, there are still bargains to be had in the Square Mile.
By David Jackson
04 Oct 2023
4 min read
Software could be key to unlocking the circular economy
Matthew Courtnell
ESG and long-term themes

Software could be key to unlocking the circular economy

By lowering the cost of designing and testing circular solutions, advanced digital modelling...
By Matthew Courtnell
06 Jul 2023
3 min read
How companies are incorporating the circular economy concept into their business models
Matthew Courtnell
ESG and long-term themes

How companies are incorporating the circular economy concept into their business models

In the second part of a series on the circular economy, we report on how seven companies are...
By Matthew Courtnell
30 May 2023
5 min read
Clear communication is the foundation of trust
ESG and long-term themes

Clear communication is the foundation of trust

Productive engagement with companies depends on clear lines of communication, making the role of...

By Matthew Courtnell

20 Apr 2023

3 min read

Earnings season was OK. This time…
Camilla Ayling
Equities

Earnings season was OK. This time…

Company sales grew yet earnings shrank year-on-year, but both beat low expectations. How long can...
By Camilla Ayling
03 Mar 2023
3 min read
Which industries will AI upend? We asked ChatGPT
ESG and long-term themes

Which industries will AI upend? We asked ChatGPT

Change is in the air, making fundamental equity research more valuable than ever.
By Robert WhiteEwan Bowerbank
08 Feb 2023
3 min read
Tightening our belts: what soaring food and fuel costs could mean for discretionary spending
Camilla Ayling
Markets and economics

Tightening our belts: what soaring food and fuel costs could mean for discretionary spending

In this third blog of our series on the cost of living crisis, LGIM's Consumer Global Research an...
By Camilla Ayling
05 Aug 2022
3 min read