Investments articles

Value stocks: what are they?

We look at the definition of value stocks and examine why there are so many of them in the UK stock market.

US government spending: the gift that keeps on giving?

Oil companies and the challenge of net zero

Is it unreasonable to expect oil companies to drastically reduce their carbon emissions by 2050? As investors, we don’t think so.

Commodities: what are they and why have prices been rising?

We examine what’s behind commodity price rises and wonder if the trend will continue.

What could changing attitudes to benefits mean for stock markets?

The pandemic would appear to have changed attitudes towards the giving and receiving of benefits.

2021 UK budget: spend now, pay later

Hydrogen – helping to heal the planet?

We look at how important the use of hydrogen could be in the race to achieve net-zero carbon emissions by 2050.

Bubble talk

Our head of asset allocation examines why, he believes, talk of a bubble in stock markets currently is premature.

How quickly can we get back to normal?

We examine how economies are coping against the backdrop of the global pandemic.

Joe Biden’s to-do list

Our Global Equity Strategist sets out, what he believes, are the main priorities for President Joe Biden.

Net zero? What does it mean?

We look at the definition of net zero and ask why it’s so important in the battle against global warming.

January blues? Not for UK investors

Deal or no deal?

Brexit is, once again, dominating the headlines. Do UK stock market investors care?

What is a Santa rally?

Friends and families aren’t the only ones feeling festive in December. Global stock markets often join in the holiday fun too.

2021 outlook: A year of healing

As the curtain finally falls on 2020, we look at what may be in store for investors next year.

Paying for the pandemic

A COVID-19 vaccine breakthrough

We look at the next steps for both vaccine watchers and stock markets.

What should investors know about China?

With the US election and COVID-19 continuing to dominate headlines, investors could be forgiven for overlooking developments in China. We don’t think they should.

Biden looks to unify the US

With Joe Biden finally confirmed as president-elect, we look at what the result may mean for investors.

US election reaction: patience required

With a conclusive result yet to be announced, we outline what this may mean for investors.

Market outlook: waiting for a vaccine and the US election result.

Just two key events could determine the course of global stock markets for the remainder of 2020.

US elections: the final stretch

Flashing green, amber and red – our efforts to tackle climate change

The Investment Stewardship team outlines the key features of its 2020 Climate Impact Pledge.

Leisure seekers: the case for boarding now?

While the short-term outlook for leisure stocks remains challenging, potential developments could help propel them forward, according to our Global Equity Strategist.

What is responsible investing and why does it matter?

Investment Strategist, Sarah Peasey, reveals why she is passionate about responsible investing in today’s changing society.

The UK stock market: could do better

Autumn investment update: a balancing act

We look at the potential challenges and opportunities for investors in the final months of 2020.

Riding the ups and downs of stock markets

Staying invested in stock markets is, we believe, the best way of growing your long-term savings pot.

Reasons to invest – take 5

In the current pandemic, saving may be more difficult than normal. But here are five reasons why, we believe, setting money aside now could be beneficial.

The march of the technology titans

Will US technology companies be as dominant in the next decade as they are today? Our Asset Allocation team weighs up the evidence.

Gold: breaking records of its own

While Olympic athletes have been unable to exceed their personal bests this summer, gold has been breaking records of its own.

Electric cars and the COVID-19 effect

The power of compounding

Whether you are thinking of saving for a big-ticket item such as a house or trying to get together a few savings for a rainy day, you’ve probably been told that the sooner you start saving, the better.

Market outlook: Optimism versus reality

In this latest outlook piece, our Asset Allocation team questions whether investor optimism is a little misplaced.

Diversification: Imitating the artist’s palette

Just as an artist displays many colours on his palette, an investor may choose to own many diverse investments.

Stay safe from fraudsters this summer

Finding the greenest generation: LGIM’s ESG research

Which age group cares the most about ESG? We asked 1000 savers from three generations to reveal the themes that matter -- and those that don’t!

Emerging markets: More resilient than expected

Part three of our series looking at how Covid-19 has changed investing and our views on markets.

Beware a political malaise

Part two of our series looking at how COVID-19 has changed investing and our views on markets.

Looking beyond the pandemic

Part one of our series looking at how investing and markets will be different for the rest of 2020.

How we’re putting clients, and our families, first during COVID-19

Many of us are no longer working from the office because of COVID-19, but our personal and professional priorities haven’t changed. For Mental Health Awareness Week, here are some thoughts on how I am considering this for myself and my team.

Adapting to the new normal (and what to do if you’re not)

Are economies really returning to normal?

Mobility data from *Google and *Apple can help us look through the rhetoric on the return to economic normality and see what is really happening on the ground.

China and US tensions was already high

Not so long ago, the trade war between the US and China was the greatest geopolitical risk facing the market. COVID-19 has now taken its place at the front of investors’ minds, but it hasn’t eased the underlying tensions.

Methane: Carbon’s shadier sibling

Why we believe tackling methane emissions must be a priority for companies and policymakers.

What shape will the recovery take and when might it happen?

Big business needs to change. Here’s how we’re making that happen.

2019 was a huge year for our work on changing companies for the better. Here’s a quick look at the decisive action we’re taking on behalf of customers to tackle issues as diverse as climate change and income inequality.

What is ESG?

Sometimes known as responsible investing or sustainable investing, ESG is about including environmental, social and governance factors that you may wish to consider in your investment decision making.

Have markets got the all clear?

Last week’s bounce in US company share performance reflects investors’ new-found optimism. Here’s why we’re still cautious.

The 2020 Budget – what you need to know