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
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? 
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. 
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. 
Niche no more
Is investment grade corporate emerging market debt an asset class whose time has come?
Chart of the month: Bonds buck the trend
Bond markets normally rally after a rate cut, but not this time. What gives? 
CAMERA: our capital market assumptions update
This time around, we focus on the outlook for emerging markets. 
Podcast: What does Trump’s election win mean for investors?
Our experts discuss the global market and macroeconomic outlook following the US presidential election. 
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. 
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... 
Better days ahead?
This week’s budget provides the economic policy clarity for the rest of this Parliament. We deliver our initial verdict. 
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