Market Insights

Active Fixed Income outlook: Time to challenge consensus?

Will the market in 2025 be defined by Trump or technicals?

2025 global outlook: Touchdown?

Many of the themes that are likely to drive investor returns are, we believe, just as relevant to public markets as to their private counterparts.

Niche no more

Is investment grade corporate emerging market debt an asset class whose time has come?

Cleared to land?

A soft landing is coming into view, but with potential pockets of turbulence ahead, we are neutral on risk assets.

US election: themes and implications

We take stock of the upcoming US election, focusing on the implications for investors across a range of asset classes.

What if everything goes right?

While equities have headroom in a benign environment, we now see credit as unfavourably asymmetrical given limited risk compensation and capped upside.

Rates, politics and asymmetric opportunities

When we started planning this publication back in March, markets were still pricing in a significant amount of policy easing from the US Federal Reserve (Fed), the world’s most important central bank.

AA Outlook Q2 2024: Something's gotta give

Consensus is clustered around a trilogy of lower inflation, rate cuts and continued growth. Is the market beginning to question this benign path?

Active Insights: Inflation – out of the woods yet?

Since the start of the year, investors have well and truly adopted the US soft-landing narrative.

Woman standing on Giants Causeway at sunset

Q1 2024 Asset Allocation Outlook: Asymmetry in motion

In their latest investment outlook, our Asset Allocation team consider the asymmetrical outlook facing markets this year, with apparent optimism belying the highly uncertain outlook.

More from LGIM

LGIM Blog

Our latest views on markets, investment strategy and long-term themes.

LGIM Talks: an investment management podcast

Bringing you conversations about the global economy and portfolio management on our weekly financial podcast.

Events

We offer a wide range of events for our clients throughout the year.

Key risks

The value of any investment and any income taken from it is not guaranteed and can go down as well as up, and investors may get back less than the amount originally invested. The risks associated with each fund or investment strategy should be read and understood before making any investment decisions. Further information on the risks of investing is available from LGIM’s Fund Centres.

While LGIM has integrated Environmental, Social, and Governance (ESG) considerations into its investment decision-making and stewardship practices, this does not guarantee the achievement of responsible investing goals within funds that do not include specific ESG goals within their objectives.