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Insights Blog

Exploring the future of investment with the thoughts of today

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Index Plus: Capturing the Missed Opportunities of Standard Passive Investing

Our Index Plus strategy seeks to exploit these inefficiencies by implementing a low active risk approach to passive investments. For large, long-term institutional investors with a core passive strategy, Index Plus offers a step forward by unlocking the potential to add increased performance while maintaining low base index fees.
Compass

When History is a Guide – The Case for Commodities Today

The challenges of a half-century ago bear an uncanny resemblance to the risks that we face today. Institutional investors may need to consider allocating to an alternative asset class to protect portfolio returns. Using history as a guide, we believe commodities may be an appropriate fit.
Money Scale

Income Inequality: Working Together to Improve Equality

We firmly believe that as companies are inextricably linked with the societies in which they operate, income inequality can no longer be an issue for governments alone to resolve. We must all work together to help reduce inequality in all its forms.
What's Next Money

SFA Program Update: What a Difference Two Years Can Make

The SFA program is a once-in-a-generation type of opportunity. The assistance may help many multi-employer plans avoid insolvency and extend retirement benefits for millions.
Changing Shapes

Navigating Fixed Income's Versatility

Today’s improved entry points to fixed income provide investors with ample opportunities to build diversified, opportunistic and durable portfolios. But unpredictable markets and elevated economic uncertainty calls for an active and flexible approach to security selection and portfolio construction.
Glasses Markets

Remembering Rho – How Higher Interest Rates Can Make Equity Hedging More Appealing

We believe put spread collars are a useful risk management tool in this market environment. We also remind plans to remember rho, too, because today’s elevated interest rates can make this classic equity protection strategy even more appealing.
Clouds Storm

Private Credit – The Calm Before the Storm

The private credit market has generally been resilient this year. The investment-grade and crossover space has seen decent deal flow, pricing discipline, strong premium and not forgetting a higher yield environment. Tighter credit conditions and bank retrenchment is likely to accelerate the shift towards private market financing, in our view.
Construction Light

Closed for Renovations – The Retirement Supermarket

The emerging battleground for retiree asset placement reinforces the necessity for advisors and solutions to remain flexible as the retirement world and wealth market increasingly converge. It is crucial for a solution to be flexible enough to be implemented in both ecosystems in order to ensure successful utilization.
Business woman looking out of office windows

Women at the executive level

LGIM has been pushing for better gender diversity across all organizational levels in our investee companies for over a decade. This issue remains a priority for us, and we are gradually escalating our voting decisions in line with market expectations.
Flying red arrows graphic

SVB’s Downfall and the Outlook for the Fixed Income Market

The recent turmoil in the banking sector serves as reminder that the roots of a crisis can often be traced back to losing sight of the basics. Over the past week, time tested principles have emerged from the shadows and returned to the spotlight.

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.