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

American dream
Markets and economics

Trump and EMs: A return to (new) normalcy?

At first sight, a Trump presidency spells bad news for emerging markets (EMs), but is that simplistic?
Matthew Rodger
By  Matthew Rodger
28 Nov 2024
3 min read
Elephants herd
Markets and economics

When elephants fight: Does US-China decoupling help or hurt Mexico?

While a US crackdown on Chinese re-routing could hurt Mexican growth, that must be weighed against solid macro policies and the long-term gains from friendshoring.
Erik Lueth
By  Erik Lueth
22 Nov 2024
3 min read
GLP injection medicine
Markets and economics

Identifying potential long-term winners from the new generation of weight-loss drugs

Countries with high levels of obesity and the means to pay for the latest treatments could benefit from increased labour supply.
Chris Franklin
By  Chris Franklin
20 Nov 2024
4 min read
Street-scene above
Investment strategy

Niche no more

Is investment grade corporate emerging market debt an asset class whose time has come?
Matthew RodgerSanchay Singla
By  Matthew Rodger, Sanchay Singla
19 Nov 2024
2 min read
Fed CIO
Investment strategy

Chart of the month: Bonds buck the trend

Bond markets normally rally after a rate cut, but not this time. What gives?
Christopher Jeffery
By  Christopher Jeffery
13 Nov 2024
2 min read
Camera EMD
Markets and economics

CAMERA: our capital market assumptions update

This time around, we focus on the outlook for emerging markets.
Tim Armitage
By  Tim Armitage
12 Nov 2024
2 min read
Pod Market
Markets and economics

Podcast: What does Trump’s election win mean for investors?

Our experts discuss the global market and macroeconomic outlook following the US presidential election.
LGIM teamAsset Allocation team
By  LGIM team, Asset Allocation team
08 Nov 2024
usa-flag.jpg
Markets and economics

US election: impact on markets and our positioning

As Trump claims victory, we summarise the market reaction, consider possible medium-term scenarios and outline our current positioning.
Matthew ReesChristopher Teschmacher
By  Matthew Rees, Christopher Teschmacher
06 Nov 2024
3 min read
Evolution private
Investment strategy

The evolution of private markets

Private markets are an increasingly visible part of the investment landscape. Although global assets under management (AUM) in private markets remain a fraction of those...
Martin Dietz
By  Martin Dietz
05 Nov 2024
3 min read
Budget image
Markets and economics

Better days ahead?

This week’s budget provides the economic policy clarity for the rest of this Parliament. We deliver our initial verdict.
Tim DraysonFiona Wu
By  Tim Drayson, Fiona Wu
31 Oct 2024
4 min read

Recommended content for you

Learn more about our business

Legal & General Investment Management is one of the world's largest asset managers, with capabilities across asset classes to meet our clients' objectives and a longstanding commitment to responsible investing.

Image of London skyscrapers

Sign up for blog email alerts

Receive the latest articles in a weekly digest by registering via the email preference centre