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Search Personalise your homepage Defined benefit professionals Defined contribution professionals Consultants Not for profit Local authorities Insurance Intermediaries and wealth managers Institutional investors Insurance Intermediaries and wealth managers Markets and economics ESG and long-term themes Investment strategy Authors Search Search Query Browse by most popular tags Equities Energy Bonds ETFs China Defined contribution (DC) Real assets Technology Central banks New political paradigm Brexit United States Property Multi-asset Index Menu Markets and economics Read all articles Explore Commodities Currency Economics Equities Fixed income Real assets Menu Authors A-Z The experts behind our content and investments Explore authors Team views Active equities Active fixed income Asset allocation Index Investment solutions Real assets Distribution Investment Stewardship CIO Office Economics Escaping lockdown: revisiting the economic scenarios A lot has changed in the month since we set out our thoughts on what comes next for the global economy. The range of outcomes has narrowed a little, but there remains huge uncertainty about the virus, the speed of recovery, the lasting damage to output, and inflation implications. By Tim Drayson Apr 24 2020 4 min read ESG and long-term themes COVID-19, markets, and ESG: what we’ve learnt so far The relative performance of stocks with stronger environmental, social, and governance (ESG) attributes suggests responsible investment strategies may not be just a bull market phenomenon but also a bear market backstop. ; By Sarah Peasey Apr 23 2020 4 min read Fixed income Emerging-market debt during and after the crisis What is the outlook for emerging-market debt amid the global economic shutdown? ; By Raza Agha Apr 23 2020 4 min read Macro Matters New home, same compelling insights from our Asset Allocation Team Read on Investment strategy An act-by-act review of the first quarter The first quarter of 2020 was one of those defining moments that can highlight the strength and weaknesses of an investment strategy. So what did we learn? ; By Martin Dietz Apr 22 2020 5 min read ESG and long-term themes Strengthening stewardship and engaging for change Key highlights from our ninth Active Ownership report ; By Sacha Sadan Apr 22 2020 4 min read Equities Making the REIT call Real-estate investment trusts (REITs) haven’t performed as expected during the sell-off; in this blog, we explore why and consider the outlook for the sector. ; By Lars Kreckel Apr 21 2020 3 min read ESG and long-term themes ESG: detractor or differentiator during testing times? We believe the recent market turbulence provides investors with a potential opportunity to observe how environmental, social, and governance (ESG) considerations play out in their portfolios and how expected positive outcomes could materialise. By Shaunak Mazumder and Caroline Ramscar By Shaunak Mazumder Apr 20 2020 3 min read Fixed income Angel delight It’s raining bonds, investment-grade bonds. We are seeing an increasing number of bonds falling out of the investment-grade heavens and being ‘junked’ due to the bleak economic fallout from COVID-19. By Aimee Bowkett Apr 16 2020 4 min read Economics COVID-19: markets are overly sanguine I recently discussed on Bloomberg why we think the market is placing too much confidence in when economies can reopen and to what degree.; By John Roe Apr 15 2020 7 min read From the archive ESG and long-term themes Strengthening stewardship and engaging for change Key highlights from our ninth Active Ownership report ; By Sacha Sadan Apr 22 2020 4 min read Investment strategy An act-by-act review of the first quarter The first quarter of 2020 was one of those defining moments that can highlight the strength and weaknesses of an investment strategy. So what did we learn? ; By Martin Dietz Apr 22 2020 5 min read Sign up for email alerts Latest articles in a weekly digest First name Last name Company Email address Select your role Consultants Defined benefit professional Defined contribution professional Institutional investor Insurance Intermediaries and wealth managers Local authority Not for profit Email content will be personalised to the communication group you have selected Investment team All content Active fixed income Asset allocation Active equities Distribution Index Investment solutions Real assets Investment stewardship CIO office Select to receive all content or updates by investment desk Thank you for subscribing! Learn more about our business Legal & General Investment Management is one of the world's largest asset managers, with capabilities across asset classes to meet our clients' objectives and a longstanding commitment to responsible investing. 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