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Insights

Our expertise available across articles, audio and video

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Implications of reducing the carbon footprint of factor strategies

In a new research paper, we provide a detailed analysis of how factor strategies’ carbon footprint can be reduced and its implications.

new dawn

A new era dawns

Our longstanding thesis of a market vulnerable to shocks has been confirmed, allowing us to take profits on several dynamic positions.

Great rotation

Active Fixed Income outlook: An unexpected rotation

2025 began with the US unexpectedly yielding leadership to Europe and China; how else could markets defy expectations?

Great rotation

Active Fixed Income outlook: An unexpected rotation

2025 began with the US unexpectedly yielding leadership to Europe and China; how else could markets defy expectations?

Emerging markets

How could uncertainties around US policy impact emerging markets?

The new administration in Washington is pursuing radical changes to global trade – what consequences could these have for rising economies?

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A pathway to new opportunities: Sub-investment grade private debt for life insurers

Developed in partnership with Hymans, learn more about the investment landscape for UK life insurers post Solvency UK reforms and the potential financial advantages and the implications for insurers seeking to invest in environmental and social infrastructure, thereby driving long-term economic growth.

QER Q424

LGIM’s global engagement to deliver positive change

During the fourth quarter of 2024 we continued to engage with companies, industry peers and policymakers, voting on behalf of our clients on a wide range of environmental, social and governance (ESG) issues.

Cash chart

Should investors hedge currency risk?

In a new whitepaper, John Southall investigates the question of how the strategic currency hedge ratio should depend on the time horizon.

White House

US credit: The case for American exceptionalism

Why a combination of government policy, innovation and macro tailwinds make us optimistic for the asset class.

White House

US credit: The case for American exceptionalism

Why a combination of government policy, innovation and macro tailwinds make us optimistic for the asset class.

More from L&G

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L&G Blogs Asset Management

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

L&G Talks Asset Management: an investment management podcast

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