Matthew Rodger

Assistant Economist

Matthew Rodger
Matthew is an economist covering emerging markets. He uses countries’ historical experience, alongside fresh economic data and quantitative methods, to recognise new investment opportunities. Prior to joining LGIM, Matthew graduated with an MSc in Economics from the London School of Economics and worked in various economic research roles. When not studying EM economies, he is enjoys reading, hillwalking and skiing.

Other articles by Matthew Rodger

Artificial intelligence: incrementum ex machina
Matthew Rodger
Markets and economics

Artificial intelligence: incrementum ex machina

An AI boom will initially be lopsided, with some countries and groups benefitting more than other...
By Matthew Rodger
10 Apr 2024
4 min read
Artificial intelligence: the worker’s assistant or adversary?
Matthew Rodger
ESG and long-term themes

Artificial intelligence: the worker’s assistant or adversary?

AI raises the prospect of both large productivity gains and a painful re-allocation of labour.
By Matthew Rodger
02 Apr 2024
4 min read
Artificial intelligence: building bits into brains
Matthew Rodger
ESG and long-term themes

Artificial intelligence: building bits into brains

Recent AI advances are remarkable, but can progress be sustained?
By Matthew Rodger
19 Mar 2024
4 min read
The year of the vote
Matthew Rodger
Markets and economics

The year of the vote

The year ahead brings elections for roughly two-fifths of the world's population and an equal sha...
By Matthew Rodger
15 Feb 2024
3 min read
Is the UK a spent force or a coiled spring?
Matthew Rodger
Markets and economics

Is the UK a spent force or a coiled spring?

Identifying the reasons for the UK's economic malaise is one thing. Fixing it without spending...
By Matthew Rodger
13 Feb 2024
3 min read
Friendshoring: the new not normal
Matthew Rodger
Markets and economics

Friendshoring: the new not normal

A fragmenting supply network will bring costs and benefits for rich and poor countries alike.
By Matthew Rodger
25 Jan 2024
3 min read
Friendshoring: putting money where your mouth is
Matthew Rodger
Markets and economics

Friendshoring: putting money where your mouth is

Evidence for friendshoring is even stronger in investment flows than in goods trade.
By Matthew Rodger
03 Jan 2024
3 min read
Trump 2.0: spectre at the Thanksgiving feast
Matthew Rodger
Markets and economics

Trump 2.0: spectre at the Thanksgiving feast

The coming election is prompting investors to think about what a second Trump term would mean
By Matthew Rodger
04 Dec 2023
4 min read
Friendshoring: from buzzword to breakthrough
Matthew Rodger
Markets and economics

Friendshoring: from buzzword to breakthrough

Friendshoring is real, but we need to distinguish myth from reality.
By Matthew Rodger
29 Nov 2023
3 min read

Authors from the same team (32)

Erik Lueth

Erik Lueth

Erik identifies investment opportunities across emerging markets. He uses quantitative models, pa...
More about this author
Ryan Boothroyd

Ryan Boothroyd

Ryan is a Senior Investment Specialist in the Asset Allocation team. Prior to joining LGIM in...
More about this author