LGIM Blog - Francis Chua, Fund Manager

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.

Francis is a fund manager and manager researcher, with a focus on fixed income and alternative investments. He draws parallels with football managers by looking for skill and consistency, while giving nothing away to the managers he meets. We certainly can’t tell what he’s thinking as he types away on his Dvorak keyboard (apparently non-QWERTY keyboards exist…!) Staying true to his Malaysian roots, he balances his steady day-to-day routine with a good dose of adventure abroad.

Other articles by Francis Chua

micro eyes

UK equity manager performance through ‘micro factor’ eyes

Investing into active UK equity managers has sometimes been considered synonymous with investing into UK small caps, and it is clear why that is the case.

sport factor

What do factor investing and UK equity managers have to do with sport?

Can we rethink the way we look at performance drivers? Combined with an understanding of where we are in the economic cycle, we believe a ‘factor framework’ can provide a clearer picture of how a manager has fared.

Orange segments

60/40 isn’t dead – it just needs a rethink

Adding multi-faceted, flexible fixed income sectors into the bond portion of a multi-asset portfolio could boost diversification.

Going backwards to go forwards

Going backwards to go forwards

jigsaw pieces

Want a natural alternative asset? Invest in a tree

Our multi-asset funds are investing in trees. Next time you receive a fund update, you might just see a leaf in our presentations.

Looking for a truer picture of COVID-19 infection rates

Looking for a truer picture of COVID-19 infection rates

Factor Based Investing in UK Equities

Using a factor framework can help to identify drivers of performance. We’ve heard before that active UK managers have a size bias. How long has this been true? What about other factors? In this piece I look at UK equity managers’ factor exposures.

Balancing carry and caution

Our multi asset portfolios favour going active in high yield. Being active in high yield doesn’t mean taking on more risk .

Emerging or sub-merging? The impact of currency on returns

When investing in local currency emerging market debt, currency risk can improve returns. But it can also erode performance in times of stress.

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