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LGIM’s CPD-certified roadshow events in November covered topics including the key investing opportunities and challenges as we emerge from the pandemic, what advisers need to know to navigate a potential paradigm shift in markets, and how thematic investors can access new long-term growth markets.
Evergrande’s problems have placed the Chinese property sector front and centre of investors’ minds. The sector is undergoing a sizeable credit crunch, several developers have missed coupon payments, and home sales are down 38% year-on-year. How bad can this get? To answer the question, we look at the fundamentals of China’s property sector.
Everyone seems to agree rates will need to go up. Few have confidence about how high. And there’s even less clarity about how inflation will be affected by potential megatrends: climate-related border taxes, global work from home forever, and post-pandemic early retirement.
The surprise for markets may be less around the timing of the Fed’s lift-off, and more the magnitude of rate hikes required to cool a potentially overheating economy.
Some people suggest that I must be super-human to withstand the kind of cold that I do. Nothing could be further from the truth.
As asset managers, I believe our views should evolve with those of the societies in which we operate.
It’s easy to be bearish on emerging-market equities amid the double trouble from regulatory and growth risks – but does this make it an opportune moment to buy on a valuation or contrarian basis?
The largest central banks may expect the inflation storm to pass, but they can’t predict the weather – which may have important implications for commodity prices, inflation, and multi-asset investors.
Should investors be concerned about the US debt ceiling?
Our LGIM Live roadshows will take place in five locations across the UK in November. The events will cover topics including the key investing opportunities and challenges as we emerge from the pandemic, what advisers need to know to navigate a potential paradigm shift in markets, and how thematic investors can access new long-term growth markets.
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