The US has pivoted towards protectionism and industrial intervention. The presidential election will help determine the speed of deglobalisation.
In the popular 90s video game Tomb Raider, Angelina Jolie’s alias Lara Croft traversed the world, opening chests and crypts and looking for different but complementary treasures. Multi-factor investing isn’t wildly different, but all that glitters is not gold…
The accuracy of opinion polls has meant that the initial reaction of sterling assets to a new government has been relatively muted. But irrespective of a change of politicians, for investors the key issues remain the same – namely the rise of geopolitics, immigration, deglobalisation and fiscal versus monetary policy.
Splitting out the Chief Executive Officer (CEO) and board chair roles may help companies prepare for future challenges.
We weigh what the Labour win means for the macro outlook and what the vote tells us about longer-term themes.
Branded as 'not for the faint of heart' in the early days, direct UK renewable assets have become a staple ingredient of infrastructure funds of varying risk profiles. However, the investment landscape is shifting considerably.
Just when investors thought inflation was under control, short-dated bond yields are on the rise again as the possibility of higher rates from central banks looms large. But what's the impact on other asset classes? Find out in the latest episode of Market Talk.
Since our last quarterly note, where we focused on the threats to the world economy, political and international events have meant that the global economic backdrop has become somewhat more positive and market positioning is less stretched than we had anticipated.
Probably, but the more important question is whether a weaker dollar has already been priced in by markets.
In this outlook, teams from across LGIM examine the opportunities and risks with which investors are presented in this context.
With a repeat of the 2011 US debt ceiling showdown increasingly likely, we give some answers on how an agreement could be reached.
A once-fringe economic theory has been embraced by liberal politicians at the same time as traditional budget hawks have been in retreat. Its rise has potentially radical implications for inflation and investors.
We expect much of the world to slip into recession, creating a challenging backdrop for equities. But there are also grounds for some optimism.
Roll up, roll up ... behold the amazing, disappearing bund market.
We’ve met with hundreds of company boards about improving their levels of gender diversity. The pushback we receive can be quite surprising…
The pain for the UK economy from rising mortgage rates and utility costs has only just begun. Brace for a longer and deeper recession than consensus expects, write Tim Drayson and Hetal Mehta.
Last week's small inflation miss led to a big market reaction, reflecting hopes that we're near the end of the hiking cycle. But as we drift towards recession, will the corporate outlook spoil the mood?
With global attention spans becoming ever shorter, the virtues of patience and long-term thinking are more relevant than ever for investors.
At first glance, the mortality tables released this year highlight a continued trend of falling life expectancy. What does this mean for pension schemes and markets?
Several major factors are weighing on economic growth today. How could these problems be resolved, and how likely are we to see solutions?