Legal & General Investment Management (LGIM)

Ahead of the release of an in-depth research paper, John Southall, Head of Strategic Research in our Asset Allocation team, discusses: • Why the FX hedging debate matters for investors today • Two big factors that are often overlooked • Conclusions from analysis of a century of equity market data Listen here: https://lnkd.in/eFVe-pjA For professional investors only. Capital at risk. #LGIMTalks #FX

Over the last decade, we have committed over £7.7 billion to support the evolution of university ecosystems across real estate, infrastructure and into university spinouts.   Emerging trends across university ecosystems are creating a more attractive landscape for institutional investors to access growth businesses spinning out of some of the UK's leading universities.   Swipe to discover our key insights and learn more in our recent video with our venture capital team: https://lnkd.in/egss4bMN   For professional investors only. Capital at risk.

What are the key themes on investors’ radars? In the latest episode of LGIM Talks, our CIO @Sonja Laud shares her thoughts on this question, including: ➡️Her assessment of what led to strong equity market performance in 2024 ➡️Factors to consider when weighing up where to invest in 2025 ➡️How UK bond markets are currently positioned amid rising yields Click here to listen: https://lnkd.in/esUEG7Z3 For professional investors only. Capital at risk. #LGIMTalks #Markets

What can we expect from fixed income markets over the rest of the quarter? Most outlooks for 2025 place a lot of emphasis on the incoming Trump administration and the sharp reductions in European growth that could result from a combination of Trump’s tariff policies, economic challenges in Germany and political dysfunction in France. How do our fixed income investors see these factors playing out? Find out at the link below. https://lnkd.in/dRPADy3b

💧 Why is AI so thirsty? In the first part of a new series on AI and water, we explain why these systems could soon be consuming around five times as much water as Denmark every year. Discover how new technologies are the challenge of a thirstier world. https://lnkd.in/eyZcEMem For professional investors only. Capital at risk. #CleanWater #AI

2025 could bring opportunities for change as the rate-cutting cycles in the US and Europe mature, and markets begin to digest the post-election changes of 2024. In our latest DB webinar with Professional Pensions, we discuss what could be in store for DB schemes in the future: https://lnkd.in/eCVjiGxe For professional investors only. Capital at risk. #DB #Endgame #Pensions

Having launched our flagship Affordable Housing Fund last year, we continue to work with our clients to find new ways to further address the UK’s shortfall in affordable homes. Today we are pleased to announce that we have created a vehicle that has enabled Greater Manchester Pension Fund to help build properties across the Northwest region. Watch our video: https://lnkd.in/etgzzr-3 For professional investors only. Capital at risk.

US equities were once again the leading major asset class in 2024, resulting from strong returns from the mega-cap technology stocks known as the ‘Magnificent Seven’. Find out more in January’s Chart of the Month: https://lnkd.in/eR-_YsC6 For professional investors only. Capital at risk. #Equities #ChartOfTheMonth

What’s going on in government bonds? Ben Bennett, our Head of Investment Strategy for Asia, dissects the recent rise in government bond yields and the market mood ahead of Donald Trump’s inauguration on Monday. Also on the agenda: expectations for earnings season, the impact of supply-side oil pressures, and what might just be the most disappointing Christmas present on record. Don’t miss his insights: https://lnkd.in/dKa7fpwm For professional investors only. Capital at risk. #LGIMTalks #FixedIncome #Investing

The shift to clean power will require a vast reallocation of capital, creating an equally vast investment opportunity, in our view. But the energy transition story isn’t just about equities – commodities will play a vital role. For investors, transition energy, transition metals and carbon allowances provide a range of potential benefits as part of a multi-asset portfolio. Read more about our energy transition commodities strategy: https://lnkd.in/dgW4Zu4T For professional investors only. Capital at risk. #Commodities #CleanEnergy #EnergyTransition