14 September 2020
Webinar: Multi-Index Unfiltered: virtual coffee break
Webinar: Multi-Index Unfiltered: virtual coffee break
This year’s extraordinary market volatility has left many of us feeling exhausted. We are here to give you a much-needed boost to navigate the uncertainty. Join our Multi-Index Unfiltered virtual coffee break on 24 September at 2pm where Justin Onuekwusi, Head of Retail Multi-Asset Funds and Lars Kreckel, Global Equity Strategist will pour over the US technology concentration conundrum.
6 January 2022
2022 outlook: Gathering pace
2022 outlook: Gathering pace

Expect profound changes in 2022 and beyond that will create both risks and opportunities for investors.

1 September 2020
Blackouts and batteries: making electricity grids more resilient
Blackouts and batteries: making electricity grids more resilient

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.

9 December 2021
Engaging for ESG
Engaging for ESG

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.

6 August 2020
Is China sticking to the trade deal with the US?
Is China sticking to the trade deal with the US?

Agricultural imports provide an important insight into whether China is committed to the deal.

4 January 2022
Countdown to 2022: starter for 10
Countdown to 2022: starter for 10

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.

5 June 2020
Investing in uncertain times
Investing in uncertain times

Our views on today’s market volatility and how we use these to position the Multi-Index portfolios

8 December 2021
Omicron and markets: what we are watching
Omicron and markets: what we are watching

We will be focusing on three key questions around the spread of a new variant of COVID-19.

13 May 2020
Tech's appeal: five little-discussed reasons to like tech stocks
Tech's appeal: five little-discussed reasons to like tech stocks

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.

8 December 2021
Emerging markets: Still on the (electoral) clock - LGIM Blog
Emerging markets: Still on the (electoral) clock - LGIM Blog

We believe that as coronavirus anxieties recede in emerging markets (EMs), upcoming electoral contests will play a larger role shaping investment strategy.

16 April 2020
When might the economy re-open?
When might the economy re-open?

Progress in Hubei province implies that there is a potential timeline for lifting economic restrictions in Europe.

2 December 2021
Catch 2022: A new world for UK Investors?
Catch 2022: A new world for UK Investors?

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.

2 December 2021
Is China sitting on a property bubble?
Is China sitting on a property bubble?

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.

1 April 2020
Recovery rates: the roads from recession to recovery
Recovery rates: the roads from recession to recovery

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.

23 November 2021
Questions for 2022: expected inflation, unexpected implications
Questions for 2022: expected inflation, unexpected implications

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.

19 March 2020
Navigating today's market volatility
Navigating today's market volatility

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.

4 November 2021
How sensitive is the US to higher rates?
How sensitive is the US to higher rates?

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.

22 January 2020
From trust to dust
From trust to dust

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.

22 October 2021
Introduction to the E's of Environmental Social Governance (ESG): The Enhancement tool
Introduction to the E's of Environmental Social Governance (ESG): The Enhancement tool

The third video on how we incorporate environmental, social and governance factors (or ESG factors for short) into the L&G Multi-Index Funds.

7 May 2019
What has two tails and one problem?
What has two tails and one problem?

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.