Looking down on a line of rowing boats

Insights

Our latest thought leadership articles, fund and market commentaries, blog posts, videos and upcoming LGIM events.

Large crowd walking through transport terminal

Unfollowing the crowd

How our rates investors seek to avoid the pitfalls of prediction in actively managed government bonds
Aircraft landing

2025 global outlook: Touchdown?

Many of the themes that are likely to drive investor returns are, we believe, just as relevant to public markets as to their private counterparts.
Street-scene above

Niche no more

Is investment grade corporate emerging market debt an asset class whose time has come?
AFI Climate

Aligning financial performance and climate in active fixed income

Positive climate impacts and financial returns are not incompatible. This is how LGIM’s AFI team factors climate change into our portfolios.
Aeroplane landing

Cleared to land?

A soft landing is coming into view, but with potential pockets of turbulence ahead, we are neutral on risk assets.
World breath

Q4 Active Fixed Income Outlook: America decides

Global central banks have begun cutting rates – but the chief market determinant is sure to be (another) generationally consequential US election.
US Capitol building

US election: themes and implications

We take stock of the upcoming US election, focusing on the implications for investors across a range of asset classes.
AFI-outlook-Q324 cover

Q3 Active Fixed Income Outlook: Back to the 1970s?

Geopolitical tensions, sticky inflation and ballooning government deficits. Sound familiar?
Pick-up sticks

What if everything goes right?

While equities have headroom in a benign environment, we now see credit as unfavourably asymmetrical given limited risk compensation and capped upside.
Climate-Impact-Pledge 2024

Climate Impact Pledge: Moving the needle on net zero

Through our Climate Impact Pledge, we encourage companies to reduce climate change risks and transition to a net-zero economy.