Expect profound changes in 2022 and beyond that will create both risks and opportunities for investors.
The unveiling of the world’s largest battery storage project is an important step in the global transition to using more renewable sources of power. It should also spur us to do more, faster.
LGIM’s final video in their E’s of ESG series focuses on how they engage with the companies which they invest in to help deliver sustainable returns for clients of their Future World Multi-Index funds.
Agricultural imports provide an important insight into whether China is committed to the deal.
2021 was another year full of twists and turns, so what will 2022 bring? As we hastily forge our new year’s resolutions, our attention has turned to what’s next. Here are 10 themes our Asset Allocation team will be mulling over before welcoming in the new year.
Our views on today’s market volatility and how we use these to position the Multi-Index portfolios
We will be focusing on three key questions around the spread of a new variant of COVID-19.
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.
We believe that as coronavirus anxieties recede in emerging markets (EMs), upcoming electoral contests will play a larger role shaping investment strategy.
Progress in Hubei province implies that there is a potential timeline for lifting economic restrictions in Europe.
LGIM’s CPD-certified roadshow events in November covered topics including the key investing opportunities and challenges as we emerge from the pandemic, what advisers need to know to navigate a potential paradigm shift in markets, and how thematic investors can access new long-term growth markets.
Evergrande’s problems have placed the Chinese property sector front and centre of investors’ minds. The sector is undergoing a sizeable credit crunch, several developers have missed coupon payments, and home sales are down 38% year-on-year. How bad can this get? To answer the question, we look at the fundamentals of China’s property sector.
With a Great Depression sized contraction likely in the second quarter of 2020, the crucial questions are how long it will last and the shape of the recovery.
Everyone seems to agree rates will need to go up. Few have confidence about how high. And there’s even less clarity about how inflation will be affected by potential megatrends: climate-related border taxes, global work from home forever, and post-pandemic early retirement.
The global spread of the COVID-19 virus has disrupted global financial markets and the recent slump in oil prices has fueled the widespread volatility. We've received many questions from our clients and we'd like to share some of the top queries and our answers.
The surprise for markets may be less around the timing of the Fed’s lift-off, and more the magnitude of rate hikes required to cool a potentially overheating economy.
A new survey of global trust in institutions reminds us that populism is here to stay, reinforcing our conviction in our New Political Paradigm theme.
The third video on how we incorporate environmental, social and governance factors (or ESG factors for short) into the L&G Multi-Index Funds.
Assuming investment returns are normally distributed exposes you to a lot of tail risk. It is important to be aware of the abnormality of market returns and manage risk accordingly.