Active equity (179)

Inflation – out of the woods yet?
Markets and economics

Inflation – out of the woods yet?

Having fleetingly believed that inflation was yesterday's problem, should fixed-income investors ...

By Colin Reedie

08 Feb 2024

3 min read

They say good things come in small packages…
Investment strategy

They say good things come in small packages…

When we were children, the biggest presents generated the most excitement, but as we mature it's...
By Camilla AylingKarlson Lau
14 Dec 2023
4 min read
China tech: a reminder of the concentration conundrum
Alex Turner
Investment strategy

China tech: a reminder of the concentration conundrum

The rise and fall of China's tech sector provides a salutary reminder of the dangers of unchecked...
By Alex Turner
20 Nov 2023
4 min read
£1 coffee, stock overhangs and conglomerate discounts
David Jackson
Investment strategy

£1 coffee, stock overhangs and conglomerate discounts

If you know where to look, there are still bargains to be had in the Square Mile.
By David Jackson
04 Oct 2023
4 min read
How companies are incorporating the circular economy concept into their business models
ESG and long-term themes

How companies are incorporating the circular economy concept into their business models

In the second part of a series on the circular economy, we report on how seven companies are...

By Matthew Courtnell

30 May 2023

5 min read

Which industries will AI upend? We asked ChatGPT
ESG and long-term themes

Which industries will AI upend? We asked ChatGPT

Change is in the air, making fundamental equity research more valuable than ever.
By Robert WhiteEwan Bowerbank
08 Feb 2023
3 min read
Podcast: In conversation with Colin Reedie
LGIM
Markets and economics

Podcast: In conversation with Colin Reedie

LGIM's Head of Active Strategies Colin Reedie sits down with LGIM Talks to discuss his career, hi...
By LGIM
20 Jan 2023
0 min read
Three questions every ESG multi-asset investor needs to ask
Andrzej Pioch
ESG and long-term themes

Three questions every ESG multi-asset investor needs to ask

In the first instalment of a three-part series, we examine the consequences of implicit...
By Andrzej Pioch
28 Sep 2022
4 min read