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

Real assets

Residential rents: holding the key to inflation protection?

With the threat of inflation rising, we outline how investors could look to protect a part of their portfolios.  
By Michael Adefuye

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

Escaping lockdown: revisiting the economic scenarios

A lot has changed in the month since we set out our thoughts on what comes next for the global economy. The range of outcomes has narrowed a little, but there remains huge uncertainty about the virus, the speed of recovery, the lasting damage to output, and inflation implications.  ;
By Tim Drayson

Economics

Weighing in on inflation

Due to the pandemic, consumption patterns shifted significantly in 2020. This shift is now being reflected in the latest consumer price baskets that are at the core of measuring inflation.  ;
By Mykolas Padolskis

Equities

The Amazonification of investing

"People overestimate what can be done in one year, and underestimate what can be done in 10 years." – Bill Gates  ;
By Shaunak Mazumder

Economics

Caribbean clue to the CPI conundrum

Bond yields fell last week despite inflation and growth both surprising on the upside. We think a small island chain in the Caribbean holds a clue to the newfound resilience of the Treasury market.  ;
By Christopher Jeffery

Economics

US authorities: The post-pandemic playbook

The US authorities will need a careful fiscal and monetary policy mix alongside macroprudential measures to manage their way smoothly out of the crisis. Here’s a glimpse of how we think it can be done.  ;
By John Roe

Economics

Going backwards to go forwards

What can reversing our usual analytical process tell us about where we are in the economic cycle?  
By Francis Chua

Economics

How long will fiscal stimulus last?

Markets are becoming increasingly optimistic about fiscal spending, but we are sceptical that this can continue indefinitely. The US midterm elections may draw out fiscal hawks.  
By Emiel van den Heiligenberg

Equities

Picks and shovels

“During the gold rush it’s a good time to be in the pick and shovel business” – Mark Twain  ;
By Gavin Launder

Economics

Return of the mac

Rate hikes aren’t the only tool at central bankers’ disposal. Should investors also prepare themselves for more macroprudential policies?  ;
By John Roe

Economics

Standing up data through alternative sources

Unconventional datasets can help us challenge conventional thinking about economic and market trends.;
By John Roe

Economics

We need to talk about inflation

The first inflation test is fast approaching. The economy and the Fed’s new framework should pass, but next year could be much more challenging.  ;
By Tim Drayson

Fixed income

Credit spreads: the big squeeze

We question whether credit spreads reflect current levels of corporate leverage.  ;
By Amélie Chowna

Commodities

Supercycle versus superpower

Rampant economic growth is typically bullish for commodities, but could this time be different?  ;
By Erik Lueth

Real assets

Corporate private credit: weathering the storm

We consider the challenges and opportunities in corporate private credit amid the economic consequences of the pandemic.  ;
By Steven Bolton

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