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Insights

We publish a range of research articles and publications covering key themes in financial markets and topical investment commentary

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SDOFI Takes the Cake in Today’s Fixed Income Regime

In the last two years the Fed increased rates at the fastest pace in 40 years, which has led to a challenging environment for fixed income returns. However, our Short Duration Opportunistic Fixed Income (SDOFI) strategy is designed to preserve capital and produce positive returns across multitude of environments, where it has been in line with expectations since 2009.

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Capturing the Missed Opportunities of Standard Passive Investing

The marketplace for passive investing has evolved to exploit inefficiencies in an attempt to maximize performance, but not all investors are aware. Our Index Plus strategy seeks to exploit these inefficiencies by implementing a low active risk approach.

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Pension Solutions Monitor

LGIM America's Pension Solutions Monitor estimates the health of a typical US corporate defined benefit pension plan. Learn about key market indicators that are most relevant for pension plans.
 

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New Frontiers: How 2024’s US Election Redefines Boundaries

Investment Outlook | Q2 2024

As is always the case, pinpointing the precise moment when elections start to matter to markets is a challenge. While it would be unusual to see evidence more than six months in advance, the recent rise in long-maturity US Treasuries could be an early indication of election-related fiscal risk.

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Standing on Solid Ground

Real Estate Pulse | Q1 2024

Fourth quarter property performance capped a year of pervasive pressure in response to the interest rate tightening that began in early 2022. Commercial real estate investment performance remained positive through most of 2022 as it typically lags macro-economic developments. The first crack occurred in the fourth quarter of 2022 with a negative 3.5% total return.

Radar Monitor

Collectively Forecasted, Never Arrived

Investment Outlook | Q1 2024

Like driving on ice, the trick to surviving 2024 may be not over committing in one direction. Staying flexible at the beginning of the year should allow for more insightful decisions down the road.

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The In-Between Time

Investment Outlook | Q4 2023

At the very least, the in-between time can create the impression among investors that the economy can endure and adapt to monetary policy at current levels. However, until the long lags come into effect, it seems premature to draw this conclusion.

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The Catch-22 Economy

Investment Outlook | Q3 2023

Throughout this year, all eyes have been on the macro environment, but it has been the ability of companies to successfully manage disinflation that appears to be responsible for the economy’s resilience.

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A Lesson in Liabilities

Investment Outlook | Q2 2023

Policymakers appear to have succeeded in putting an end to deposit runs and bank failures in recent weeks by acting swiftly to provide liquidity. However, the risk remains that the bank crisis will smolder for months without any spectacular failures, yet gradually create grave implications for the economy and risk assets.

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Brighter Days Ahead?

Investment Outlook | Q1 2023

There is growing optimism that investors will fare better in 2023 than they did in 2022. The caveat is that better does not necessarily mean this year will be an especially good one for markets or that it will be easier to navigate.

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The Cost of Credibility

Investment Outlook | Q4 2022

Volatility and risk premiums are likely to remain elevated until the Fed stops hiking, which means the fourth quarter could be the most challenging of the year.

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A Double-edged Sword

Investment Outlook | Q3 2022

According to numerous surveys, most investors now anticipate a US recession before the end of 2023. But it is not just the professional investment community that is concerned; a recession is now a topic of conversation at the dinner table.

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Views and opinions expressed herein are as of the date published and may change based on market and other conditions. The material contained here is confidential and intended for the person to whom it has been delivered and may not be reproduced or distributed. The material is for informational purposes only and is not intended as a solicitation to buy or sell any securities or other financial instrument or to provide any investment advice or service. Legal & General Investment Management America, Inc. does not guarantee the timeliness, sequence, accuracy or completeness of information included. Past performance should not be taken as an indication or guarantee of future performance and no representation, express or implied, is made regarding future performance.

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