LGIM Blog - Camilla Ayling, Portfolio Manager – Active Equities

Disclaimer: Views in this blog do not promote, and are not directly connected to any L&G product or service. Views are from a range of L&G investment professionals, may be specific to an author’s particular investment region or desk, and do not necessarily reflect the views of L&G. For investment professionals only.

Camilla Ayling

Camilla is an equity portfolio manager in Active Strategies in London for L&G’s Asset Management division.

Camilla joined the business in 2019 from Rathbones, and prior to that she worked at Barclays.

Camilla graduated from the University of Bath with a BSc (hons) degree in economics.

Camilla is a CFA charterholder and holds the Investment Management Certificate, the PRI’s Foundations in Responsible Investments qualification and the CFA Certificate in ESG Investing.

Other articles by Camilla Ayling

Is London losing its lustre as a listing location?

UK assets have increasingly fallen out of favour with global investors and corporates alike. However, there are measures underway to change this, and attractive valuations on a relative basis have seen the UK gaining investor attention.

UK-rain London

Summer showers and shipping setbacks: a perfect storm for UK retailers?

We’re known for complaining about the weather in Britain, but retailers in particular have good reason to. And their complaints don’t stop there…

Small-christmas present

They say good things come in small packages…

Ahead of the festive season, we assess whether parallels can be drawn with small-cap investing.

Earnings season

Earnings season was OK. This time…

Company sales grew yet earnings shrank year-on-year, but both beat low expectations. How long can the apparent resilience last?

Tightening our belts - what soaring food and fuel costs could mean for discretionary spending

Tightening our belts: what soaring food and fuel costs could mean for discretionary spending

In this third blog of our series on the cost-of-living crisis, LGIM's Consumer Global Research and Engagement Group (GREG) member Camilla Ayling shares her views on the outlook for the consumer discretionary sector against a backdrop of squeezed consumer incomes

Checking the temperature of the Chinese consumer

Checking the temperature of the Chinese consumer

What implications could the latest wave of lockdowns have on consumer demand, company earnings and portfolio positioning?

Supermarket shopping

The state of the consumer (part 2): sustainability and consumer choice

The second instalment of our deep dive on the consumer focuses on consumer preferences.

Ecommerce warehouse parcels packages shopping retail

The state of the consumer (part 1): online retail & reopening dynamics

As consumers, companies and economies adjust to life post-pandemic, LGIM's Consumer Global Research and Engagement Group (GREG) members recently gathered to share their views on the key trends that we believe will impact the sector in 2022 and beyond. This series of blogs will summarise the conclusions from our debate, with contributions from our equity, credit and investment stewardship teams in London and Chicago.

Nanjing Road Shanghai

China’s property stocks: policy shift to the rescue?

China's real-estate market is crucial for the whole economy, so its downturn has far-reaching implications. Some policy measures have already been implemented to stabilise the situation, but we expect more to come.

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