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

Equities: the case for further caution

Despite the massive declines in markets, we are wary on the outlook for risk assets like global equities, given the large uncertainty over the economic impact of COVID-19 and the efficacy of the response from policymakers.
By Emiel van den Heiligenberg

Economics

Emergency Fed rate cuts are rarely good news

It feels counter-intuitive to say that Federal Reserve (Fed) rate cuts don’t help equities. But when it comes to the emergency kind, like the one we saw on Tuesday, a look back in history does not bode well for stock markets.;
By Lars Kreckel

Equities

The case for UK equities in a climate of change and uncertainty

‘Much has changed, but a lot remains the same’ is perhaps a fitting phrase to describe the course of markets last year. Whilst the last few months have brought about some significant changes, the issues faced by UK equity investors are still remarkably similar to those at the start of 2019.;
By Stephen Message

Equities

UK equities: Rule Britannia?

After a few years of being ‘uninvestable’ for some global investors, a much less uncertain political landscape is making the UK stock market interesting again. We’re long.;
By Lars Kreckel

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

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