What does a changing world mean for my portfolio? Which asset classes are undervalued? Will declining demographics affect my investments? From Legal & General Investment Management, we bring you conversations about the global economy and how professional investors can take advantage of these opportunities.
We'll be talking to fund managers, analysts, industry experts and more to discuss the latest market and political developments, their most exciting asset allocation ideas and how they're optimising portfolios for market booms and economic gloom.
From Trump's tariffs to irrational...
Advances in technology, population change, decarbonisation and geopolitical pressures are both catalysing new industries and rendering some assets obsolete.
To make sense of these rapid changes, the LGIM Real Assets Research Team has defined four megatrends they expect to drive private...
Published 04/22/24
How do investors price in geopolitical tensions? And with fewer than two US interest rate cuts now priced into markets, is there any stopping the rise of the US dollar? Against the prevailing market backdrop, what is our take on equities, credit and sovereign bonds? Ben Bennett, Investment...
Published 04/18/24