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

Fixed income

Bye, Don to Biden: the US credit outlook

As the dust settles on the US election, we look at the shifting US credit landscape for buy and maintain investors.  
By Connor Tuttle

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

Could a lighter lockdown contain COVID-19?

Some European countries appear to have controlled their latest COVID-19 waves without the most stringent restrictions on their economies.  ;
By James Carrick

Economics

COVID-19: learning from the southern hemisphere’s flu season

Current social restrictions may not yet be sufficient to suppress COVID-19 in Europe and the US, but the lack of influenza cases in the southern hemisphere this winter suggests restrictions should be strong enough to quell the less-infectious winter ‘flu’ – meaning hospitals have more capacity than previously feared.  ;
By James Carrick

Economics

Daylight savings, currency co-ordination and the liquidity trap

The nights are drawing in, and the outlook for Europe may also be darkening.  ;
By Christopher Jeffery

Economics

China: seven things investors should know

From dealing with COVID-19 to the long-term economic prospects for its economy, we believe China is proving remarkably resilient.  ;
By Erik Lueth

Economics

Anyone planning a Christmas party?

We could see a double dip in restaurant sales in the Northern hemisphere heading into winter, which could contribute to the ‘V-shaped’ recovery becoming more ‘square-root’ shaped before growth improves again in the spring alongside progress on vaccine distribution.  
By Tim Drayson

Fixed income

Is consolidation in the European bank sector inevitable?

The performance of many banks in Europe suggests they are destroying economic value. There may simply be too many of them.  
By Dan Lustig

Economics

The US election: the final stretch

The presidential election is just four weeks away. What should investors expect?  ;
By Lars Kreckel

Commodities

Us and Au

Gold may be undergoing a form of reverse alchemy, with important implications for multi-asset investors.  ;
By Willem Klijnstra

Equities

Leisure seekers: the case for a neglected sector

The summer may be behind us and further restrictions may lie ahead, but we have warmed to the travel and leisure sector.  ;
By Lars Kreckel

Currency

Does fast food show emerging currencies are cheap as chips?

We use a variety of models, including our version of the Big Mac Index, to assess the current valuations of emerging-market currencies.  ;
By Erik Lueth

Economics

Withdrawal disagreement: the Brexit saga continues

Recent Brexit news is neither surprising nor likely to be the end of this story.  ;
By Hetal Mehta

Equities

UK equities: time to get active?

The outlook for UK equities may seem gloomy, but we believe it is possible for active managers to generate long-term outperformance in this market.  ;
By Matthew Courtnell

Economics

The Fed’s never-lending story

The risks of the US economy stalling in the fourth quarter have risen as fiscal negotiations falter and a Fed programme to help small businesses stumbles.  ;
By Tim Drayson

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