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.

Markets and economics

Equities

China’s techtonic shift

What should investors make of China’s crackdown on its technology companies?  
By Lars Kreckel

Fixed income

Credit update: NIP and tuck

A closer look at new issue premiums during recent credit market volatility.;
By Corinne Lewis-Reynier

Equities

Tech’s appeal: five little-discussed reasons to like tech stocks

The long-term structural bull case for the technology sector and the relative strength of several tech firms during the recession are well established. But we believe the present crisis has also created additional macro tailwinds for tech stocks.  ;
By Lars Kreckel

Economics

Assessing the cycle beyond Delta

The US economic cycle is progressing rapidly but, despite the recent surge in inflation and concerns around the Delta variant, some of our indicators are looking better than expected.  ;
By Tim Drayson

Economics

Home schooling

The ‘peak growth’ narrative is gaining traction. Can faltering US home sales teach us anything about US growth prospects?  ;
By Tim Drayson

Equities

Learning from earning season

So far, most companies that have reported second-quarter earnings have beaten analyst expectations. We believe this has two key macro implications for investors.  ;
By Lars Kreckel

Real assets

Commercial property and inflation: hedging your bets

As the rhetoric around inflation has increased, so too has scrutiny around commercial property – an asset class typically perceived to offer an inflation hedge.  ;
By Bill Page

Fixed income

Weighting game: China and bond benchmarks

We analyse the prospects of, and implications of, China’s corporate bonds entering global fixed-income indices.  
By Ryan Clatworthy

Economics

Much Ado About Nothing

Has the European Central Bank (ECB) changed the entrenched low inflation expectations that have become the norm in the Eurozone?  
By Christopher Jeffery

Economics

A CE3 view

Could central banks’ decisions in Central Europe provide a template for larger markets?  ;
By Willem Klijnstra

Fixed income

Red, amber, green: where next for green gilts?

We take a look at the recently released UK Government Green Financing Framework  ;
By Jonathan Lawrence

Economics

Sneak Peek at Earnings

It’s still a few weeks until the Q2 earnings season, but early indications are promising mainly positive news when things properly kick off in July.;
By Lars Kreckel

Economics

The difference between Xi’s China and Tsarist Russia

In this blog, we tackle some misconceptions about inequality in China and what it means for political stability and investors.;
By Erik Lueth

Economics

The political winds of change in Latin America

We believe a broad move to hard-left politics in Latin America requires a more selective investment approach across the region.  ;
By Erik Lueth

Economics

Running hot

US core inflation has reached its highest rate since the early 1990s. We think underlying inflation is building, but for now the transitory narrative remains intact.  ;
By Tim Drayson

Equities

Should investors expect a hot summer?

With market volatility subdued and many valuations high, we examine the short-term outlook for risk assets.  ;
By Ben Bennett

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