Category: Outlook

Q3 2023 Active Insights: Walking the line

People on top of a mountain peak

This quarter, Head of Active Strategies Colin Reedie outlines his positioning in relation to policymakers’ ongoing rate hikes in response to stubbornly persistent global inflation, and a group of fixed income investors on both sides of the Atlantic take stock of the lessons learned from the bout of banking stress of earlier in the year.

Next, Fund Manager Robert White and Equity Analyst Ewan Bowerbank  consider a confusing earnings season, and Climate Economist Justine Schafer breaks down Destination@Risk, LGIM’s proprietary tool for embedding climate issues into investment strategies.

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