Market movement (51)

Will the rates rally continue?
Fixed income

Will the rates rally continue?

Global government bonds delivered modestly positive returns in 2023 after two consecutive down...

By Christopher Jeffery

26 Feb 2024

2 min read

Will the magnificent seven ride again?
Investment strategy

Will the magnificent seven ride again?

A huge proportion of US equity performance last year was driven by only seven stocks. Can this...
By Ewan BowerbankRobert White
22 Jan 2024
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
Value versus growth: more than meets the eye
Andrzej Pioch
Markets and economics

Value versus growth: more than meets the eye

It's easy to see the appeal of simplistic explanations, but detailed analysis shows the...
By Andrzej Pioch
11 Jul 2023
3 min read
Podcast: Should central banks still be hiking?
Markets and economics

Podcast: Should central banks still be hiking?

In a busy week for financial news we discuss central bank actions, China's post-COVID recovery an...

By LGIM

04 May 2023

1 min read

We’re holding the line on short risk positions
Emiel van den Heiligenberg
Investment strategy

We’re holding the line on short risk positions

No news has been read as good news, and equities have drifted higher following the banking crisis...
By Emiel van den Heiligenberg
21 Apr 2023
4 min read
Podcast: Exploring emerging markets – the CIO call
LGIM
Markets and economics

Podcast: Exploring emerging markets – the CIO call

As well as surveying the current investment landscape, we discuss in depth the world of emerging...
By LGIM
21 Apr 2023
1 min read
Podcast: US employment, China credit and gold
LGIM
Markets and economics

Podcast: US employment, China credit and gold

In the latest episode of Market Talk we discuss what US employment and inflation numbers might te...
By LGIM
14 Apr 2023
2 min read