ESG and Long-Term Themes

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 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.

It’s nothing new for young generations to want to appear different from their predecessors. But when it comes to Generation Z, they really could claim to be different when it comes to their pensions.

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

Index strategies can target well-defined decarbonisation pathways that may help to avoid climate risks

A common goal of limiting global warming to well-below 2°C – and ideally 1.5°C by the end of the century as set out in the Paris Agreement – does not mean there is a common or accepted path for how to get there.

The second annual results of our Climate Impact Pledge showcase the corporate leaders and laggards on climate action; we are encouraged by improvements across sectors but will continue to press companies to meet this era-defining challenge.

A once-fringe economic theory has been embraced by liberal politicians at the same time as traditional budget hawks have been in retreat. Its rise has potentially radical implications for inflation and investors.

Five pointers to help you understand what we at LGIM are doing to support your pension governance strategy

Cleaning up the world’s plastic waste will be a monumental effort – one which will have major implications for petrochemical companies and the long-term demand for oil.

Investors need to factor in how immigration concerns in the European Union could fuel the rise of populist parties, potentially increasing the political risk premium.

"We are publicising the global corporate leaders and laggards on climate change."

Slower population growth has probably depressed OECD inflation by around ½% over the past decade. Going forward, the outlook could change.

A weak pound and rising inflation, set against a tight labour market and loose credit conditions, should keep the UK out of recession.

The retirement of baby boomers is having a negative impact on economic growth. This is bad news for the return on risky assets and applies downward pressure on interest rates.

Pay-as-you-go pension and healthcare schemes are under increasing pressure from ageing populations.

Driven by positive demographic trends, Asia has been a critical engine of the global economy, contributing around 30% of world GDP growth since 1980.

In the US, the board refreshment process is under scrutiny yet remains focused on retirement age limits. LGIM suggests a better way for US companies to refresh their boards.