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With strong US growth and sticky inflation, why is Jay Powell still in patient mode on the interest rate front? What’s behind the near 20% rally in the Hang Seng index since the start of the year? And why the fall in the price of Brent crude oil? Ben Bennett, Investment Strategist APAC explains...
Published 05/02/24
To coincide with the launch of LGIM’s 13th annual Active Ownership report, we discuss the depth and breadth of our work in 2023 on the issues of nature, biodiversity and artificial intelligence, while also discussing what’s front of mind for 2024. The panellists are: Michael Marks, Head of...
Published 04/25/24
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