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In the final instalment of our series on the quality factor, we explain our complete approach to quality screening: bit.ly/46LkOlV For professional investors only. Capital at risk.

We believe investors, including insurers, are key to driving the low-carbon transition and mitigating climate risks. But can they meet climate goals without sacrificing financial returns? Find out here: blog.lgim.com/categories/inv… For professional investors only. Capital at risk.

The discretionary planning system is a barrier to growth, with anxieties about the UK’s inadequate stock of physical infrastructure, from housing to railways, permeating political discourse. Read more: bit.ly/3yGwKsy For professional investors only. Capital at risk.

The Sahm rule has been triggered by rising unemployment, signalling a potential recession ahead for the world’s largest economy. James Carrick discusses whether we believe the US economy is about to stall: bit.ly/46LB46s For professional investors only. Capital at risk.

Since the COVID-19 pandemic, the overall quality of global credit markets has, on average, been improving. But will this trend continue? Read our view in our Q3 Active Fixed Income outlook: blog.lgim.com/categories/mar… For professional investors only. Capital at risk.

In our latest LGIM blog, we look at one of the most topical - if not contentious - issues in private credit markets, liquidity: bit.ly/4dLOemc For professional investors only. Capital at risk.

The premise of factor investing is simple - by holding assets with specific characteristics, investors seek to achieve higher returns or lower levels of risk relative to a broad market portfolio. More: bit.ly/3YTTeRx For professional investors only. Capital at risk.

With the UK general election behind us and the BoE’s decision to cut rates, it’s an ideal time to step back from the short-term noise and consider our long-term outlook for UK assets: blog.lgim.com/categories/mar… For professional investors only. Capital at risk.

We believe changes in risk should be considered alongside changes in return when tilting portfolios through time, as they can have a surprisingly large impact on efficient decision-making. Find out why: bit.ly/3T1pluN For professional investors only. Capital at risk.

The mining and diversified metals sector is an essential part of the energy transition. To support its transition plans, we want companies within the sector to meet our minimum expectations. Read more: bit.ly/3SZcIjT For professional investors only. Capital at risk.

Anxiety around a US recession briefly flared up at the start of August, but our recession indicators suggest that while risks remain, the chances of a ‘soft landing’ have improved further. Read more: bit.ly/4g3E8Pk For professional investors only. Capital at risk.

The low-volatility factor is the story of the risk-return paradox in finance. In our new series on factor investing, we explore how the paradox challenges the theory of higher risk, and higher reward: blog.lgim.com/categories/inv… For professional investors only. Capital at risk.

After nearly a decade of integrating ARP strategies into our portfolios, we've gained valuable insights and refined our approach. Read our reflections and discover what we’ve learned over the last 10 years:blog.lgim.com/categories/inv… For professional investors only. Capital at risk

In our latest #DB podcast, we continue our discussion of the endgame options available for DB #pension schemes and look at what the terms ‘run-on’ and ‘surplus’ mean in the first place: bit.ly/4748YU8 For professional investors only. Capital at risk.

LGIM's policy on natural capital management has just been published. We explain what it is and why we are focusing on it in the latest LGIM blog: blog.lgim.com/categories/esg… For professional investors only. Capital at risk.

The 2024 AGM season in Japan has shown a mixed landscape of advancements and entrenched challenges in corporate governance and other key issues. Read more in the LGIM blog: blog.lgim.com/categories/esg… For professional investors only. Capital at risk.

Maturing in age needn’t mean being in poor health. Nor does it rule out ambition. So how can DB schemes opting to ‘run on’ retain healthy funding levels, while seeking to benefit from a growth mindset? blog.lgim.com/categories/inv… For professional investors only. Capital at risk.

Is the US dollar to blame for emerging market (EM) woes? The US dollar cycle is a key metric to follow for any investor, but we believe EM investors should pay particular attention to its ebbs and flows: blog.lgim.com/categories/mar… For professional investors only. Capital at risk.

Is standard deviation the best way to quantify a stock's risk? In the second part of our series on factor investing, we examine why downside volatility might be the better measure: blog.lgim.com/categories/inv… For professional investors only. Capital at risk.

We’re pleased to announce 4 appointments to #LGIMAsia, reflecting our commitment to the region: ➡ Russell Huang, Head of Wholesale Distribution, SE Asia ➡ Aaron Kwan, Head of Wholesale Distribution, Greater China ➡ Choong Yew Thong, Research Analyst ➡ Kate Lim, ESG Analyst