Why should investors take note of advances in the field of data science? And why now?
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.
What can 'Veganuary' teach us about sustainable investing and all its ingredients?
Probably, but the more important question is whether a weaker dollar has already been priced in by markets.
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…
With a repeat of the 2011 US debt ceiling showdown increasingly likely, we give some answers on how an agreement could be reached.
Splitting out the Chief Executive Officer (CEO) and board chair roles may help companies prepare for future challenges.
We expect much of the world to slip into recession, creating a challenging backdrop for equities. But there are also grounds for some optimism.
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.
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.
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.
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?
In this outlook, teams from across LGIM examine the opportunities and risks with which investors are presented in this context.
Several major factors are weighing on economic growth today. How could these problems be resolved, and how likely are we to see solutions?
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.
Upside inflation surprises have weighed on markets all year, but as inflation and growth fall, so could bond yields.
Roll up, roll up ... behold the amazing, disappearing bund market.
According to one Fed governor, ‘purple squirrels’ (false vacancies) are distorting US job postings. But the relationship between unemployment and vacancies will be key to determining whether a soft landing is achievable in the US.
Financial advisers are facing an increasingly complex universe of sustainability regulations. We have created a guide to help you understand these regulatory changes, as well as how LGIM can provide support.
We’ve met with hundreds of company boards about improving their levels of gender diversity. The pushback we receive can be quite surprising…