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Macro views

Opening Bell

After such fantastic returns from equities and bonds in 2019 and a 10-year bull market, it makes sense to ask: should we take those chips off the table, de-risk and bank the profits?
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Fixed Income

Live your best life

Our 2020 fixed income outlook: Near term, the environment is reasonable, but markets living their best...
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Responsible Investment

ESG Video: Energy transition in Developing Asia

Watch our video on engaging energy companies in Asia to align their emissions profiles to the Paris Agreement goals.
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Macro views
6 min read
Opening Bell After such fantastic returns from equities and bonds in 2019 and a 10-year bull market, it makes sense to ask: should we take those chips off the table, de-risk and bank the profits?
READ MORE
Fixed Income
10 min read
Live your best life Our 2020 fixed income outlook: Near term, the environment is reasonable, but markets living their best...
READ MORE
Responsible Investment
ESG Video: Energy transition in Developing Asia Watch our video on engaging energy companies in Asia to align their emissions profiles to the Paris Agreement goals.
READ MORE
Macro views
6 min read
Looking ahead to 2020 Listen to what Steven Bell, Director and Chief Economist, believes are the key macro themes to look out for in 2020
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Macro views
6 min read
Election reaction Boris Johnson has swept back into No.10 and it’s full steam ahead for Brexit. What will a Conservative majority government mean for the economy and investment markets?
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Macro views
6 min read
Closing Bell At the start of 2019, investors were nervous and confidence was fragile. But a few days later came the dramatic pivot by the US Federal Reserve.
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Responsible Investment
6 min read
Energy transition in developing Asia We travelled to Asia to encourage energy companies to align their emissions to the Paris Agreement goals.
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Emerging Markets
4 min read
India research: the economic backdrop Over the past few quarters, we have witnessed a rapid deceleration in consumption patterns and growth in India, but Indian policymakers have started to take action to tackle this slowdown.
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Responsible Investment
6 min read
ESG Viewpoint: The quest for workforce disclosure The workforce data quest: why we need it and why it helps companies as well
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Responsible Investment
6 min read
ESG Viewpoint: Antimicrobial resistance – an investor perspective on a pressing global threat One of our key corporate engagement topics is antimicrobial resistance, which is a pressing global challenge.
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Emerging Markets
4 min read
India research: healthcare and financial inclusion India’s vast untapped market for healthcare and financial services offers significant growth prospects for companies looking to serve it.
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Multi-Asset
2 min read
Pyrford Perspectives: the US Fed funds rate The Fed recently lowered its benchmark funds rate again.
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Multi-Asset
2 min read
Pyrford Perspectives: Brexit here, civil unrest elsewhere October saw civil unrest erupt in many parts of the world, while Brexit rumbled on closer to home.
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Multi-Asset
2 min read
Pyrford Perspectives: lower global growth forecasts The IMF lowered global growth forecasts again during its October update.
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Emerging Markets
4 min read
Redefining the purpose of a corporation In August, the Business Roundtable (“BR”), an association of chief executive officers of the leading US companies, made a...
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Emerging Markets
10 min read
Responsible Global Emerging Markets Strategy The team at LGM provide their regular update on responsible investing in emerging markets. This quarter’s issue covers the below topics.
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Responsible Investment
6 min read
ESG Viewpoint - Gender diversity – are German companies keeping up? We engaged Germany’s largest listed companies on the lack of female representation at senior leadership levels.
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Macro views
3 min read
Auto breakdown in Germany? How are Germany’s auto giants facing up to deep structural change, and will France assume leadership of the eurozone economy?
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Responsible Investment
6 min read
ESG Viewpoint - 2019 Voting Season Review US and Canada Our views on the key trends arising at US and Canadian companies during the 2019 voting season.
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Macro views
3 min read
Is the end of globalisation nigh? Is the world about to turn in on itself once again?
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Responsible Investment
3 min read
ESG Viewpoint: Access for Growth in India An insight on companies providing responsible access to healthcare and finance in India
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Macro views
3 min read
Are we closer to a US recession? In August 2019, the US Treasury bond yield curve did something it does only rarely: it inverted.
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Macro views
3 min read
Decarbonisation – net zero or bust? Achieving the goal of the Paris climate agreement means the global economy needs to have net zero carbon emissions by around mid century.
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Responsible Investment
3 min read
Climate change engagement: a framework for the future How we are translating the ambition of the Paris Agreement into expectations of companies.
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