A change in tone in the recent Politburo meeting and policy measures announced over the past few months have led us to become somewhat more constructive on China's outlook. Find out why in the LGIM blog: blog.lgim.com/categories/mar…

For professional investors only. Capital at risk.

With #DB schemes maturing rapidly amid higher funding levels, talk of endgame strategies is all around. But what does this refer to specifically?

Lisa Purdy and Ian Blake explain in #LGIMTalks : blog.lgim.com/categories/inv…

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As we continue to internationalise our business, we are pleased to expand our team in Frankfurt and to welcome Olaf John, LGIM’s new European Client Solutions Director.

Read more here: group.legalandgeneral.com/en/newsroom/pr…
Photo: Tim Schnarr

The 'Magnificent 7' stocks have seen divergent fortunes of late, as investors assess the capex cost of AI.

Does this mean that the ‘Magnificent 7’ could become the ‘Fabulous 5’?

Read more here: blog.lgim.com/categories/mar…

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In our research, we’ve found that credit spreads have tightened – what could this mean for endgame investors’ strategies? John Southall and Robert Pace explore in the LGIM blog: bit.ly/3JRHQgd

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Our view: worries over upcoming maturity walls are unfounded.

Read here as John Ryan and Sophia Hunt discuss why we believe the current environment remains favourable for high yield bonds:
blog.lgim.com/categories/mar…

For professional investors only. Capital at risk.

China's leadership set the 2024 growth target at 'around 5%', in line with last year's target and actual outcome. It will be challenging to hit this target, in our opinion. Find out why in the LGIM blog: bit.ly/4bpFil7

For professional investors only. Capital at risk.

Our Q1 2024 engagement report is now live!

This quarter, we focus on nature, health and our engagement with companies in South Korea.

Click here to find out more: bit.ly/4bmWdot

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#InvestmentStewardship

The ECB is no longer buying European corporate bonds, but the last six months have seen more inflows than any of the previous six calendar years.

Find out what this means for investors here: blog.lgim.com/categories/mar…

For professional investors only. Capital at risk.

Is the disinflationary trend under threat?

We believe that sharp jumps in public rents, utility bills and the living wage could lead to a stickier-than-hoped inflation reading for April: bit.ly/3y0UvLi

For professional investors only. Capital at risk.

Cyber security is changing, but what does this mean for investors?

We take stock of today's cyber security landscape, and consider the potential drivers of growth in the years ahead: blog.lgim.com/categories/inv…

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Are we in an AI bubble?

It's a question many find themselves asking as AI equities surge driven by promises of revolutionary tech and productivity increases.

Our view? We're not in bubble territory yet:blog.lgim.com/categories/inv…

For professional investors only. Capital at risk.

A key question currently on the minds of many DB trustees is how they can best reduce risk relative to insurance pricing. A major component of this is ‘swap-spread risk’. We discuss here: bit.ly/3UmQ7O5

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Will the next interest rate move from the Fed be up or down? What does this mean for fixed income?

Find out the answers to these questions, and more, in our Q2 Active Fixed Income outlook.

Read here: lgim.com/uk/en/insights…

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Listen to our ESG experts discuss the key themes that are shaping LGIM’s engagement activities: bit.ly/3JEmO4E

For professional investors only. All investing involves risk.

Active ownership means striving to create sustainable value for our clients. Find out how we worked hard to push for positive progress on ESG issues in 2023: youtube.com/watch?v=9WkWP7…

For professional investors only. All investing involves risk.

Following the launch of our Active Ownership report, our CEO, Michelle Scrimgeour, reflects on LGIM’s responsible investing and engagement activities over 2023: bit.ly/3JCOvuQ

For professional investors only. All investing involves risk.

Consensus is clustered around a trilogy of lower inflation, rate cuts and continued growth. Is the market beginning to question this benign path?

Read more in our Q2 asset allocation outlook: blog.lgim.com/categories/mar…

For professional investors only. Capital at risk.

A few years ago, the ‘goldilocks’ narrative was particularly popular: belief in an economy that was neither too hot, nor too cold, to unsettle markets. Recently, that has been replaced.

Read more: bit.ly/4dfMCBR

For professional investors only. Capital at risk.

Our latest Active Ownership outlines the decisive action we took with the aim of delivering positive change on behalf of our clients on a broad range of ESG issues in 2023: bit.ly/3UzdNAj

For professional investors only. All investing involves risk