Markets and economics

European banking credit: financially sound?
Fixed income

European banking credit: financially sound?

We review the European credit universe and ask why is it that financial credit spreads are so tig...

By Marc RoversLan Wu

06 Jun 2024

3 min read

Podcast: Indian elections, Chinese bonds and US payrolls – Market Talk
LGIM
Markets and economics

Podcast: Indian elections, Chinese bonds and US payrolls – Market Talk

Where next for investors in light of the Indian election result? And are Chinese bond yields...
By LGIM
06 Jun 2024
1 min read
The best versus the rest
John Southall
Equities

The best versus the rest

How unusual is regional outperformance in equity markets?
By John Southall
05 Jun 2024
3 min read
CAMERA: our capital market assumptions update
Tim Armitage
Markets and economics

CAMERA: our capital market assumptions update

Over the past quarter, valuation-based return estimates for most broad equity markets as well as...
By Tim Armitage
30 May 2024
1 min read
Podcast: US consumption, equity and credit divergence and copper – Market Talk
Markets and economics

Podcast: US consumption, equity and credit divergence and copper – Market Talk

Are tighter lending conditions finally impacting the US consumer? And what's behind the apparent...

By LGIM

24 May 2024

1 min read

What a Labour win could mean for gilts
Markets and economics

What a Labour win could mean for gilts

Investors are weighing the implications for government borrowing following the UK election expect...
By Alex MackGuy Whitby-SmithAsset Allocation
22 May 2024
3 min read
Meme stocks are back – what does it mean for markets?
Christopher Teschmacher
Markets and economics

Meme stocks are back – what does it mean for markets?

As GameStop* and AMC* return to the headlines, we highlight why we think the 'meme stock'...
By Christopher Teschmacher
21 May 2024
4 min read
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