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.

Robert Griffiths

Rob has spent the last nearly 20 years covering equity markets from a top down perspective on both the sell and buy side.

At L&G, he’s part of a team allocating our clients’ money among equity region and sectors, and helping to communicate our equity views to internal and external parties.

Across his career, he has confronted multiple financial crises, had two children, bought a dog and an electric car, and is happy to discuss each of these at length.

Other articles by Robert Griffiths

heavy assets

Investors want heavy assets, low obsolescence industries…

…but they’re not all the same.

new fed

Chart of the month: Are US rate cuts necessarily bullish for US equities?

Equity investors are often minded to cheer when the US Federal Reserve begins a cutting cycle. But what do the last 40 years of history have to say about the matter?

Euro next

Where next for European equities?

Fiscal developments have galvanised the region’s markets, but shareholder returns remain anything but certain.

Germany defence

Germany unleashes defence spending – what is it good for?

Not bond investors (maybe)

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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