insights.

all insights
Clear all
US election: will diversification benefit portfolios?
investment viewpoints Institutional
investment viewpoints Institutional Multi-asset Wholesale All roads

US election: will diversification benefit portfolios?

Analysing market returns for each US election period from 1964, we ask: should multi-asset investors increase diversification before the November vote?

Key questions about World Brands
investment viewpoints Institutional
investment viewpoints Institutional Wholesale World Brands

Key questions about World Brands

This Q&A explores the investment philosophy behind our World Brand strategy. How do we spot companies with the most potential for alpha? 

Is duration exposure gaining appeal?
investment viewpoints Institutional
investment viewpoints Institutional Multi-asset Wholesale All roads

Is duration exposure gaining appeal?

Investors have hesitated about fixed income allocations, despite an improvement in long-term investment prospects. Could the outlook be improving for bonds?

Fixed income: tactical descents, structural opportunities
investment viewpoints Fixed Income
investment viewpoints Fixed Income Wholesale Institutional

Fixed income: tactical descents, structural opportunities

We explain our duration and credit positioning amid interest-rate cuts and tight corporate spreads, and explore a hedging solution across macro regimes.

Asia convertible bonds: capturing upside in a strong market
investment viewpoints Wholesale
investment viewpoints Wholesale Convertibles Institutional

Asia convertible bonds: capturing upside in a strong market

Asia convertible bonds had a strong H1. We assess China’s improving macro outlook and thematic opportunities for our strategy, from semiconductors to consumption.

LOIM launches DataEdge Market Neutral Strategy
media releases Alternatives.
media releases Alternatives. Transition materials Corporate/brand

LOIM launches DataEdge Market Neutral Strategy

The strategy uses big data on consumer trends to identify earnings surprises and capture alpha potential.

CIO views: sharpening an information edge
investment viewpoints Fixed Income
investment viewpoints Fixed Income Wholesale Equities Macro Multi-asset Alternatives. Convertibles Institutional

CIO views: sharpening an information edge

How can investors find an edge in today’s overload of information? Our CIOs across asset classes consider how to filter out the noise, make sense of data and focus on alpha.

LOIM appointed by Wiltshire Pension Fund for sustainable equity mandate
media releases Corporate/brand
media releases Corporate/brand Planetary Transition Sustainable Equities

LOIM appointed by Wiltshire Pension Fund for sustainable equity mandate

The UK pension scheme has chosen our Planetary Transition strategy to fulfil the listed equity allocation of a dedicated sustainability portfolio.