Disclaimer: Views in this blog do not promote, and are not directly connected to any Legal & General Investment Management (LGIM) product or service. Views are from a range of LGIM investment professionals and do not necessarily reflect the views of LGIM. For investment professionals only.
Challenging a complacent consensus
We think market participants may be mistakenly extrapolating the reflationary effects of the first Trump administration’s policies – and underestimating the impact of future tariffs. 
How can trustees manage their growing governance burden?
There is a full spectrum of different types of OCIO services at trustees’ disposal, all the way to holistic asset management. 
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. 
Podcast: US exceptionalism, political risk and non-consensus views
Listen to our expects discuss key themes from our 2025 global outlook, from how politics might sway markets next year to concentration risk within equities. 
Definitely maybe: Should investors be cautious about history repeating itself?
A look back on the last 30 years of US equity returns. 
Unpacking potential: The case for self-storage
We take a dive into the demand drivers influencing a changing part of the real estate market – the self-storage sector. 
What a Trump presidency might mean for China trade relations
With Trump’s election, another round of tariffs against China seems inevitable. 
2024: a smorgasbord of a year
A member of our UK Wholesale Distribution team gives his thoughts on 2024, considering the many narratives that shaped markets, and shares his thoughts on... 
Podcast: Maths, markets and misconceptions
How much maths ability is needed to work on an investment desk? And how can maths help reveal what's really going on in markets? 
Trump and EMs: A return to (new) normalcy?
At first sight, a Trump presidency spells bad news for emerging markets (EMs), but is that simplistic? Recommended content for you
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