What does a changing world mean for my portfolio? Which asset classes are undervalued? Will declinin
How should investors interpret the latest twists and turns in the race for the White House? What’s b
Is investor interest in private markets set to continue? Or has their appeal been hit by the interes
With so much to uncover about how private market investments could fit into DC pension fund strategi
The accuracy of opinion polls has meant that the initial reaction of sterling assets to a new govern
How should investors aim to navigate the wave of election uncertainty currently enveloping financial
In this special episode, we mark the publication of our 2024 Climate Impact Pledge report, by discus
As bond investors look towards the second half of 2024, we hear from Colin Reedie, Head of Active St
Where next for investors in light of the Indian election result? Are Chinese bond yields seemingly l
Saturday 8 June is World Ocean Day, which this year has the theme of catalysing action for our ocean
Are tighter lending conditions finally impacting the US consumer? What’s behind the apparent diverge
In a follow-up to our February podcast that introduced commodities as an asset class, we return to t
With DB schemes maturing rapidly amid higher funding levels, talk of endgame strategies is all arou
With strong US growth and sticky inflation, why is Jay Powell still in patient mode on the interest
To coincide with the launch of LGIM’s 13th annual Active Ownership report, we discuss the depth and
Advances in technology, population change, decarbonisation and geopolitical pressures are both catal
How do investors price in geopolitical tensions? And with fewer than two US interest rate cuts now p
In our first official CIO call of 2024, we weigh how the macro, political and geopolitical outlook m
With a wave of new regulation and an ever-increasing range of investment products and solutions from
As we head towards the end of the first quarter, Ben Bennett, Investment Strategist APAC, examines t
In light of a solid macroeconomic backdrop for emerging markets, and a benign currency outlook, why
