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.

City real estate
Markets and economics

A sector approach: UK real estate in 2025

With Januaryā€™s bond yield-led volatility calming down, we take stock of real estate as an asset class, looking at which sub-sectors might be of interest...
Bill Page
By  Bill Page
06 Feb 2025
4 min read
market tariff
Markets and economics

President Trumpā€™s first couple of weeks: market implications

It has been a head-spinning few days for anyone following the policy announcements of the new US administration, with threats of tariffs for Canada, Mexico...
Christopher JefferyGreta Farina
By  Christopher Jeffery, Greta Farina
06 Feb 2025
5 min read
Trump tariff
Economics

President Trumpā€™s first couple of weeks: economic implications

The White Houseā€™s policy agenda has been in overdrive since inauguration. Consensus expects the agenda to support US growth. We see significant downside risks to...
Tim Drayson
By  Tim Drayson
05 Feb 2025
4 min read
Game surplus
Investment strategy

Unlocking surplus in the endgame

What key trade-offs do schemes need to weigh up as they choose to run on and target benefit uplifts for members?
John SouthallVictoria Myers
By  John Southall, Victoria Myers
04 Feb 2025
3 min read
Water UK
ESG and long-term themes

Research and Active Engagement: Surveying the UK water sector

2024 was not a banner year for British water providers. Could a new package from the regulator allow the sector to move on?
Jonathan Constable
By  Jonathan Constable
03 Feb 2025
4 min read
Pod Strategy
Investment strategy

Podcast: Should investors hedge forex risk?

Ahead of the release of an in-depth research paper, John Southall, Head of Strategic Research in our Asset Allocation team, delves into FX hedge ratios.
LGIM teamAsset Allocation team
By  LGIM team, Asset Allocation team
31 Jan 2025
1 min read
Row of affordable housing
ESG and long-term themes

Income and impact: Opportunities in affordable housing

Why we see a potential opportunity for private institutional capital to work in partnership with the public sector to address the UKā€™s affordable housing needs.
Michael Adefuye
By  Michael Adefuye
30 Jan 2025
3 min read
strong EMD
Fixed income

Emerging market debt: Will strong fundamentals drive resilience?

Compared to the beginning of the last Trump administration, we think emerging markets are well positioned to overcome potential challenges.
Raza AghaViraj Nadgir
By  Raza Agha, Viraj Nadgir
29 Jan 2025
5 min read
deep seek
Markets and economics

Whoā€™s afraid of DeepSeek?

The Chinese firmā€™s groundbreaking R1 AI model challenges many assumptions on the state of the technology.
Matthew Rodger
By  Matthew Rodger
28 Jan 2025
5 min read
Guard rails
Investment strategy

No more natural guard rails?

Lessons from the new DB funding code.
Tim Dougall
By  Tim Dougall
28 Jan 2025
4 min read

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