Insights

Our expertise available across articles, audio and video

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

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.

Niche no more

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

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.

Cleared to land?

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

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.

Climate change: Inaction is not an option

Seeking to deliver an active approach to engagement and investing

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.

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

Geopolitical tensions, sticky inflation and ballooning government deficits. Sound familiar?

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.

More from LGIM

LGIM blog

Our latest views on markets, investment strategy and long-term themes.

LGIM Talks: an investment management podcast

Conversations about the global economy, and how investors can take advantage of these opportunities.

Events

An overview of the wide range of events we host.

Key risks

The value of any investment and any income taken from it is not guaranteed and can go down as well as up, and investors may get back less than the amount originally invested. The risks associated with each fund or investment strategy should be read and understood before making any investment decisions. Further information on the risks of investing is available from LGIM’s Fund Centres.

While LGIM has integrated Environmental, Social, and Governance (ESG) considerations into its investment decision-making and stewardship practices, this does not guarantee the achievement of responsible investing goals within funds that do not include specific ESG goals within their objectives.