Langfristiges Denken

How have companies’ long-term ESG scores changed over the past decade and a half? Our whitepaper answers these questions, as well as considering the next chapter of the global ESG integration story.

In our second look at the views of Irish defined contribution (DC) pension savers, we find out whether the soaring cost of living has affected views about how savers’ pension funds are invested, and if this varies by gender or generation.

In just three years we’ve had the visceral shock of the pandemic, fears that warfare overseas could undermine domestic stability and, of course, the cost-of-living crisis.

LGIM is committed to creating a better future through responsible investing.

How will government intervention to cap the profits of renewable energy companies affect the dynamics of investing? And will rising capex costs add additional pressure?

LGIM is committed to achieving net-zero greenhouse gas emissions by 2050 across all assets under management.

To spur net-zero carbon emissions, we are making our targeted engagement programme even more ambitious

In 2019, LGIM ran a targeted engagement campaign focused on social, governance and transparency issues at large companies with poor ESG scores.

As fixed income professionals, one question we find ourselves increasingly answering is: How do you make the connection between environmental, social and governance (ESG) considerations and credit?

With global interest rates remaining near all-time lows, and $15 trillion of debt providing investors a negative yield, bond-market bears are in danger of becoming extinct. But could today’s ageing society finally provide the trigger for a sustained bond-market selloff?

Does a decarbonising world need atomic energy?

Raising the retirement age can help with the fiscal costs of living longer. But our unhealthy lives could force us to look at other options.

Today’s China no longer matches the view of the country that most people have. Could this gap between perception and reality offer a wealth of investment opportunities?

Is artificial intelligence overhyped, or are we at the vanguard of a new wave of corporate productivity improvements ushered in by next-generation technology?

The disruptive change of the ‘shale revolution’ has forced existing producers to adapt while reducing OPEC’s pricing power. We expect further far-reaching changes to take effect in the coming years

Peak oil demand is a contentious topic. It is crucial for climate change, yet there are possible negative downsides such as volatile oil equity prices and corporate bond defaults.

The enthusiasm and excitement of a new technology has on many occasions captured the imagination of the supposedly hard-nosed investment community, and encouraged them to overstate its profit potential.

The world is changing and how it looks in five years’ time will be very different to today. A long-term perspective is the key to success.

Our forecast of a long-term structural shift away from coal could have dramatic implications for investors.

The logistics industry is seeing increased investment, driven by technology trends including automation and smart manufacturing.