Erik Lueth

Global Emerging Market Economist

Erik Lueth
Erik identifies investment opportunities across emerging markets. He uses quantitative models, past experience and lots of common sense. Prior to joining LGIM, Erik worked for a hedge fund, a bank, and the IMF.

Other articles by Erik Lueth

Is China exporting deflation?
Erik Lueth
Markets and economics

Is China exporting deflation?

There is handwringing in Western capitals about excess capacity in China. The fear is that Chines...
By Erik Lueth
20 May 2024
3 min read
Why a change in tone from the Politburo makes us more constructive on China
Erik Lueth
Markets and economics

Why a change in tone from the Politburo makes us more constructive on China

A change in tone in the recent Politburo meeting and policy measures announced over the past few...
By Erik Lueth
13 May 2024
2 min read
China’s L-shaped recovery
Economics

China’s L-shaped recovery

China's leadership set the 2024 growth target at 'around 5%', in line with last year's target and...
By Erik LuethPatrick Greene
29 Apr 2024
3 min read
Positioned for the future? Emerging market bond weightings in global portfolios
Erik Lueth
Investment strategy

Positioned for the future? Emerging market bond weightings in global portfolios

With emerging market bond weightings set to grow in portfolios, we look at the implications for...
By Erik Lueth
08 Apr 2024
3 min read
Whither renminbi?
Erik Lueth
Markets and economics

Whither renminbi?

Money is leaving China in search of higher interest rates, putting pressure on the exchange rate...
By Erik Lueth
15 Nov 2023
3 min read
Israel-Hamas conflict: implications for investors
ESG and long-term themes

Israel-Hamas conflict: implications for investors

What the hostilities in the Middle East mean for markets and the global economy.
By Emiel van den HeiligenbergErik Lueth
17 Oct 2023
3 min read
China’s balance sheet recession
Erik Lueth
Markets and economics

China’s balance sheet recession

History suggests downturns caused by debt-financed overinvestment tend to be deeper and longer th...
By Erik Lueth
05 Sep 2023
3 min read
China’s housing overhang casts a long shadow
Erik Lueth
Markets and economics

China’s housing overhang casts a long shadow

We believe speculation in China's housing market jeopardises GDP growth expectations and could...
By Erik Lueth
10 Jul 2023
3 min read
Tequila sunset: is the Mexican peso’s run coming to an end?
Erik Lueth
Markets and economics

Tequila sunset: is the Mexican peso’s run coming to an end?

Low unemployment, retail sales outpacing manufacturing and a deteriorating trade balance all...
By Erik Lueth
04 Jul 2023
2 min read

Authors from the same team (33)

Tim Drayson

Tim Drayson

Tim keeps a close watch on global economic developments, with a particular focus on the US. He...
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Christopher Teschmacher

Christopher Teschmacher

Chris is something of a perfectionist which may explain the raft of automated spreadsheets ensuri...
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Christopher Jeffery

Christopher Jeffery

Chris is Head of Macro within LGIM’s Asset Allocation team. He oversees LGIM’s Economic Research,...
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