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.
Progress in Hubei province implies that there is a potential timeline for lifting economic restrictions in Europe.
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.
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.
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.
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.
In this outlook, teams from across LGIM examine the opportunities and risks with which investors are presented in this context.
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.
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…
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?
With interest rates in developed nations remaining near historically low levels, here’s a look at what investors can do to get their portfolios ready for any future hikes.
There’s a natural asymmetry in defined benefit (DB) pension schemes, compared with defined contribution (DC) schemes: upside is capped because trustees don’t need to pay more than 100% of promised benefits. The implications of this cap for your investment strategy are not necessarily as straightforward as you may think.
What do Cineworld, JD Sports, and Fever-Tree have in common? The answer lies in transformational strategies across the pond.
By working with Capital Markets specialists, investors can trade in and out of ETFs more efficiently than they may realise.
Despite the lack of a firm explanation for the ‘Halloween effect’, markets have continued to exhibit seasonal tendencies since their discovery – although our new analysis suggests the effect may be fading.
He said, Xi said: President Trump believes tariffs are great for the US because China is paying; the evidence suggests otherwise.
Being active in high yield doesn’t necessarily mean taking on more risk. But risk management isn't all about reducing risk either. How should investors strike this balance?
After the sharp equity rally over the past four months, what could possibly drive another leg up? For me, the missing ingredient has been the lack of any upward re-pricing of growth.