Langfristiges Denken

There is a growing consensus that the global financial industry has a major role to play in helping the transition towards a low carbon economy to limit global warming

As demand for investments in the private market continues to grow, there is an ever-increasing interest in considering environmental, social and governance (ESG) factors to promote greater transparency, for better risk management and to aim to deliver long-term value.

A once-fringe economic theory has been embraced by liberal politicians at the same time as traditional budget hawks have been in retreat. Its rise has potentially radical implications for inflation and investors.

Five pointers to help you understand what we at LGIM are doing to support your pension governance strategy

A future in which there is less work to be done will radically reshape the economy, with important consequences for investors – including some contrarian implications for the consumer and real-estate sectors.

Cleaning up the world’s plastic waste will be a monumental effort – one which will have major implications for petrochemical companies and the long-term demand for oil.

Investors need to factor in how immigration concerns in the European Union could fuel the rise of populist parties, potentially increasing the political risk premium.

"We are publicising the global corporate leaders and laggards on climate change."

Slower population growth has probably depressed OECD inflation by around ½% over the past decade. Going forward, the outlook could change.

A weak pound and rising inflation, set against a tight labour market and loose credit conditions, should keep the UK out of recession.

The retirement of baby boomers is having a negative impact on economic growth. This is bad news for the return on risky assets and applies downward pressure on interest rates.

Pay-as-you-go pension and healthcare schemes are under increasing pressure from ageing populations.

Driven by positive demographic trends, Asia has been a critical engine of the global economy, contributing around 30% of world GDP growth since 1980.

In the US, the board refreshment process is under scrutiny yet remains focused on retirement age limits. LGIM suggests a better way for US companies to refresh their boards.