Slow rotation into equities to continue in 2014 - LGIM

clock

The great rotation into equities will continue at a gradual pace in 2014 following a strong performance by the asset class this year, according to Legal and General Investment Management (LGIM).

Head of economics Tim Drayson expects to see a shift from multiple expansion into a more mature bull market driven by earnings. He said: "With the vivid memory of more than a decade of seemingly...

To continue reading this article...

Join Professional Pensions

Become a Professional Pensions Lite Member today

  • Three complimentary articles per month covering the latest real-time news, analysis and opinion from the industry
  • Receive important and breaking news stories via our two daily news alerts
  • Hear from industry experts and other forward-thinking leaders

Are you a trustee, investment consultant or in-house pension and benefit scheme professional? You can apply for full complimentary access here

Join now

 

Already a Professional Pensions
member?

Login

More on Investment

Partner Insight: What would life look like without clean, reliable water?

Partner Insight: What would life look like without clean, reliable water?

Water is the foundation of life, society, and the economy. In England and Wales, the water sector faces unprecedented challenges. Climate change, biodiversity loss, rising bills, and the threat of antimicrobial resistance are not distant risks. They are...

Royal London Asset Management
clock 31 October 2025 • 4 min read
Schemes look to pass-through voting as part of customisation push

Schemes look to pass-through voting as part of customisation push

Asset owners ‘no longer content’ to be passive participants

Jonathan Stapleton
clock 30 October 2025 • 1 min read
Is it right to have 25% of DC pensions invested in just seven companies?

Is it right to have 25% of DC pensions invested in just seven companies?

There is significant concentration in the passive portfolios of many DC defaults

Jonathan Stapleton
clock 30 October 2025 • 3 min read
Trustpilot