Tim Drayson

Head of Economics

Tim Drayson
Tim keeps a close watch on global economic developments, with a particular focus on the US. He believes nothing good ever happens after midnight, which is why he is rarely spotted out late. Tim joined in 2008 from the number-one ranked economics team at ABN AMRO, with prior experience from HM Treasury, and graduated with a MSc from the University of Nottingham. When not crunching economic data, he can be found studying the weather forecast, analysing his cycling statistics or looking anxious on three-foot putts.

Other articles by Tim Drayson

Uncertainty abounds
Markets and economics

Uncertainty abounds

With geopolitical tension rising, we consider a fundamental choice confronting investors, and wha...
By Tim DraysonChristopher TeschmacherChristopher Jeffery
28 May 2024
6 min read
Something's gotta give
Markets and economics

Something's gotta give

Consensus is clustered around a trilogy of lower inflation, rate cuts and continued growth. Is th...
By Emiel van den HeiligenbergTim Drayson
22 Apr 2024
3 min read
Geopolitical risk and the global market outlook
Markets and economics

Geopolitical risk and the global market outlook

As the Middle East conflict enters a worrying new phase, we assess what the uptick in geopolitica...
By Sonja LaudColin ReedieTim Drayson
19 Apr 2024
3 min read
The American dream
Tim Drayson
Economics

The American dream

We believe the unanticipated surge in US immigration is helping to increase the chances of an...
By Tim Drayson
20 Mar 2024
4 min read
Pinning the tail on the donkey
Tim Drayson
Economics

Pinning the tail on the donkey

The output gap is one of the most important concepts for macro investors. Unfortunately, it is ve...
By Tim Drayson
19 Feb 2024
3 min read
New year resolutions of an economist
Tim Drayson
Economics

New year resolutions of an economist

I was wrong about a US recession last year and while some of the risks are receding, the market i...
By Tim Drayson
03 Jan 2024
3 min read
Pain delayed, not averted
Tim Drayson
Markets and economics

Pain delayed, not averted

Unsustainable US fiscal support and a favourable reversal of supply shocks have led to increased...
By Tim Drayson
11 Dec 2023
3 min read
We are never ever getting back together
Tim Drayson
Economics

We are never ever getting back together

Excitement around a US soft landing continues to build, yet we think some of the positive news on...
By Tim Drayson
07 Sep 2023
4 min read
Chart of the month: A surge in US manufacturing investment
Tim Drayson
Markets and economics

Chart of the month: A surge in US manufacturing investment

US manufacturing investment has risen sharply in recent quarters, with a focus on domestic...
By Tim Drayson
01 Sep 2023
1 min read

Authors from the same team (33)

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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