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.

Markets and economics

Budget image
Markets and economics

Better days ahead?

This week’s budget provides the economic policy clarity for the rest of this Parliament. We deliver our initial verdict.
Tim DraysonFiona Wu
By  Tim Drayson, Fiona Wu
31 Oct 2024
4 min read
go board concept
Equities

The equity market is concentrated – but does it matter?

In the second of a series on market concentration, we examine whether concentration poses a threat to investors.
Fadi ZaherJason LeeArchimidis Fotopoulos
By  Fadi Zaher, Jason Lee, Archimidis Fotopoulos
31 Oct 2024
4 min read
gold bars
Markets and economics

Can we still be optimistic about gold?

What’s the impact of rate cuts on gold prices?
Elisa Piscopiello
By  Elisa Piscopiello
30 Oct 2024
3 min read
broaden equity
Equities

An ‘immaculate broadening out’? We don’t think so

Hopes are building around US small caps, but we believe valuations could make the vulnerable if the economy slows.
Robert Griffiths
By  Robert Griffiths
29 Oct 2024
3 min read
Europe cautious
Fixed income

European credit: Staying cautious

After market jitters in late summer, we are positioning cautiously in the absence of hard data indicating central banks have achieved a ‘soft landing’.
Marc RoversLan Wu
By  Marc Rovers, Lan Wu
28 Oct 2024
3 min read
Social populism
Markets and economics

The economic consequences of populist politics

Populist leaders can deliver short-term economic benefits via fiscal largesse, but research finds economic growth suffers in the long term.
James Carrick
By  James Carrick
25 Oct 2024
3 min read
Aeroplane landing
Markets and economics

Cleared to land?

A soft landing is coming into view, but with potential pockets of turbulence ahead, we are neutral on risk assets.
Emiel van den HeiligenbergTim Drayson
By  Emiel van den Heiligenberg, Tim Drayson
24 Oct 2024
3 min read
World breath
Fixed income

The world holds its breath

Global central banks have begun cutting rates – but the chief market determinant is sure to be (another) generationally consequential US election.
Colin Reedie
By  Colin Reedie
21 Oct 2024
2 min read
EM fiscal
Economics

EM fiscal outlook: Running out of other people’s money

It’s that time where most countries prepare their budgets for next year. So let’s take this opportunity to reflect on the outlook for emerging market...
Erik Lueth
By  Erik Lueth
18 Oct 2024
3 min read
optical illusion
Economics

Optical illusion

We believe the prospects for a US soft landing have improved further due to recent large upward revisions to household savings and profits in the...
Tim Drayson
By  Tim Drayson
17 Oct 2024
3 min read

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