LGIM Blog: Robert Griffiths

Disclaimer: Views in this blog do not promote, and are not directly connected to any L&G product or service. Views are from a range of L&G investment professionals, may be specific to an author’s particular investment region or desk, and do not necessarily reflect the views of L&G. For investment professionals only.

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Rob joined LGIM as an equity strategist in April 2024, having spent more than 15 years as an equity strategist on the sell side. Outside of work, he can be found doing whatever it is that his two young sons, wife or dog want him to. As he slides into middle age, he can also be found listening to history podcasts, using his battery-powered lawnmower or watching Brighton and Hove Albion.

Other articles by Robert Griffiths

broaden equity

An ‘immaculate broadening out’? We don’t think so

Hopes are building around US small caps, but we believe valuations could make the vulnerable if the economy slows.

china whatever

Chart of the month: Is this China’s ‘whatever it takes’ moment?

China's surprise policy announcement led to the strongest month of performance for mainland Chinese equities in a decade. What could be next?

Credit DB

What's suddenly spooked markets?

It’s not often you wake up to see a major equity market down over 12% in a day. Yet that’s exactly what happened in Japan on Monday. In fact, all asset markets have seen a big spike in volatility in the last week. Let’s explore what’s happening and how we’re responding

eye technolgy

Is US tech the only game in town?

So far, it seems impervious to monetary tightening, political dramas in Europe and fears of over-ownership. But it’s a very crowded market, and a momentum reversal could prove painful.

mag7 COTM

Chart of the month: Could the ‘Magnificent 7’ become the ‘Fabulous 5’?

Leading US stocks have seen divergent fortunes of late, as investors assess the capex cost of AI.

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