Please see below the latest article received from Legal & General Investment Management’s Asset Allocation Team which was received late yesterday (13/09/2021) afternoon and covers their views on a number of topics:
As you can see from the above Shortages are being felt globally and the initial thoughts on the labour market improving in Autumn have been curtailed slightly as a result of people reassessing their work/life balance.
They also disagree with the consensus that equity markets are heavily over-priced and their recession indicators remain benign. They believe there are still investment returns to be achieved despite the market rally being behind us.
These views represent the LGIM Asset Allocation Team and other providers views could differ.
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Please keep safe and healthy.
Carl Mitchell – Dip PFS
IFA and Paraplanner