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.
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Equities

Equities

Active voice: the sustainability of growth

With few things certain in life, we enter the new decade with a year of significant transition for a number of governments and institutions. A trawl through economist research across sell-side broker houses reveals a balance of glass half full and half empty views on the outlook for 2020. However, we sit in the cautiously optimistic camp, and see opportunity ahead for decent equity market returns.   
By Matthew Courtnell

Equities

No Law of Gravity

Investors face two conflicting biases: on the one side, to buy into recent information and the latest story, and on the other, to expect mean reversion following strong returns. Well, there’s no Newton’s Law of gravity when it comes to equity markets.;
By Lars Kreckel

Equities

High tech: what is behind the sector's recent rally?

A lot of things have been going right for the tech sector, pushing relative performance to new heights.;
By Lars Kreckel

Equities

Robot stores: the automation of warehouses

Technology is changing how we shop and is also poised to reshape employment in the retail sector.;
By Aude Martin

Economics

Impeachment proceeding

As a new memo of a call with the Ukrainian premier and whistle-blower report put the president under more pressure, markets seem concerned about the prospect of Donald Trump being impeached.;
By Lars Kreckel

Equities

Unearthing the UK’s hidden tech treasures

The macro data may be unfavourable, but there are plenty of companies delivering growth through innovation.;
By Gavin Launder

Equities

Where is the Modi miracle in earnings?

Are investors losing patience with the pace of Indian reform? Certainly not at the moment, judging by the equity market.;
By Veeral Gandhi

Equities

How long is your Hamlet?

With global attention spans becoming ever shorter, the virtues of patience and long-term thinking are more relevant than ever for investors.;
By Andrew Koch

Equities

Not so big tech

The trade war may still be dominating the headlines, but another conflict is brewing that demands investors’ attention: US regulators and lawmakers are taking on the tech giants.;
By Lars Kreckel

Equities

Brits abroad: three companies that could conquer the US

What do Cineworld, JD Sports, and Fever-Tree have in common? The answer lies in transformational strategies across the pond.;
By Gavin Launder

Investment strategy

The good, the bad and the ugly of factor investing

Factor investing resembles the 1966 epic Spaghetti Western film, “The Good, The Bad and The Ugly", with factors having historically performed differently in various economic conditions.;
By Fadi Zaher

Equities

Q1 earnings: Season opener

The earnings season will deliver an enormous amount of newsflow. This one is shaping up to be unusually interesting. Here is a quick guide on what to expect and what to look out for from the macro perspective.;
By Lars Kreckel

Equities

Don’t underestimate English wine – or UK equities

The persistently gloomy narrative on the UK equity market seems unjust, given the underlying growth and value opportunities we are finding. So what can the UK’s wine industry teach us in the face of such unrelenting negativity?;
By Matthew Courtnell

Investment strategy

Selling equity puts: embracing the downside

Defined benefit (DB) pensions schemes have recently been buying equity protection (put options) to reduce downside risk. But could writing puts ever make sense?;
By John Southall

Equities

And when did you last see the father of investing?

Investor psychology may be all the rage in recent years, but by stripping away any emotional attachment to investing, we find that valuation always ends up the most important aspect for stock selection. ;
By Andrew Koch

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