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.

Volatility

Tower block
Markets and economics

Navigating the UK REIT market: The impact of interest rates and valuations

With central banks beginning to cut rates and inflation moderating, the REIT market appears to be at an inflection point. Now seems an opportune moment...
Jonathan Leclercq
By  Jonathan Leclercq
27 Feb 2025
4 min read
Waves
Real assets

What does bond yield volatility mean for private credit?

The start of 2025 saw investors having to grapple with significant market volatility. For private credit, we see no reason to panic at this stage...
Lushan SunOliver Bailey
By  Lushan Sun, Oliver Bailey
11 Feb 2025
3 min read
Pod Strategy
Investment strategy

Podcast: Should investors hedge forex risk?

Ahead of the release of an in-depth research paper, John Southall, Head of Strategic Research in our Asset Allocation team, delves into FX hedge ratios.
LGIM teamAsset Allocation team
By  LGIM team, Asset Allocation team
31 Jan 2025
1 min read
Bid-ask handshake
Investment strategy

What are the factors that determine the bid-ask spread?

The bid-ask spread for an ETF can be influenced by several factors, including trading volume, volatility of underlying assets, primary market costs and overall market...
Carolina Carloni
By  Carolina Carloni
28 Nov 2024
Lithium rock
ESG and long-term themes

Near-term headwinds versus long-term support: Where next for lithium?

The metal at the heart of transport electrification has a storied price history. But the long-term demand picture remains compelling, in our view.
Elisa Piscopiello
By  Elisa Piscopiello
29 Oct 2024
Pod Market
Markets and economics

Podcast: Volatility, dis-inversion and the path of rates – Market Talk

What was behind the 'flash crash' and last week's smaller wobble? Ben Bennett, Investment Strategist APAC, explains all.
LGIM team
By  LGIM team
13 Sept 2024
1 min read
wave volatility
Fixed income

Webinar: Active fixed income – riding a wave of volatility

How our investors seek opportunities in turbulent times.
Colin ReedieMatthew ReesLGIM team
By  Colin Reedie, Matthew Rees, LGIM team
12 Sept 2024
1 min read
Topix COTM
Equities

Chart of the month: August angst in the Japanese equity market

What's happened historically following large one-day falls in a country’s stock market?
Christopher JefferyGreta Farina
By  Christopher Jeffery, Greta Farina
04 Sept 2024
2 min read
Credit DB
Markets and economics

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...
Robert GriffithsChristopher TeschmacherBen Bennett
By  Robert Griffiths, Christopher Teschmacher, Ben Bennett
05 Aug 2024
5 min read
eye technolgy
Investment strategy

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...
Robert GriffithsAndrzej Pioch
By  Robert Griffiths, Andrzej Pioch
01 Aug 2024
3 min read

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