Category: CIO Outlook

CIO spring update: Heating up

Ever since the outbreak of the pandemic, the world economy has essentially been on a war-footing, involving the deployment of previously unthinkable amounts of fiscal and monetary stimulus. Now, as COVID-19 begins to retreat – albeit with some notable exceptions – it is time to win the peace.

It is our responsibility as stewards of our clients’ capital to seize the opportunities, and manage the risks, presented by a post-pandemic future.

We believe that due to the financial materiality of ESG factors, both objectives are inextricably linked: only through responsible investing can we generate long-term
returns for our clients. In this document, investment teams from across LGIM examine these themes in greater detail.


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