Disclaimer: Views in this blog do not promote, and are not directly connected to any Legal & General Investment Management (LGIM) product or service. Views are from a range of LGIM investment professionals and do not necessarily reflect the views of LGIM. For investment professionals only.
Asset allocation
An ‘immaculate broadening out’? We don’t think so
Hopes are building around US small caps, but we believe valuations could make the vulnerable if the economy slows. 
The economic consequences of populist politics
Populist leaders can deliver short-term economic benefits via fiscal largesse, but research finds economic growth suffers in the long term. 
Cleared to land?
A soft landing is coming into view, but with potential pockets of turbulence ahead, we are neutral on risk assets. 
EM fiscal outlook: Running out of other people’s money
It’s that time where most countries prepare their budgets for next year. So let’s take this opportunity to reflect on the outlook for emerging market... 
Optical illusion
We believe the prospects for a US soft landing have improved further due to recent large upward revisions to household savings and profits in the... 
Chart of the month: Is this China’s ‘whatever it takes’ moment?
China's surprise policy announcement led to the strongest month of performance for mainland Chinese equities in a decade. What could be next? 
Gauging the impact of tariffs under Trump
One of the biggest policy differences between the presidential candidates is trade; at stake is the speed of deglobalisation. 
Chinese stimulus for a happy anniversary
China unleashed a concerted, well-timed stimulus effort last week ahead of the 75th anniversary of the People’s Republic of China and a week-long holiday. Should... 
Fragile markets vs. political risk
We believe periodic market disruptions are increasingly probable in late cycle. Enter the US election. 
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