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

Pod Market
Markets and economics

Podcast: US tariffs, BoE cut and European equity rally – Market Talk

Ben Bennett, Head of Investment Strategy for Asia, shares his take on the big topics in markets today.
LGIM team
By  LGIM team
14 Feb 2025
1 min read
Tariff COTM
Markets and economics

Chart of the month: Which countries could be most vulnerable to tariffs?

President Trump’s return to office has seen renewed threats of tariffs on numerous trading partners. Yet how much different countries are affected could vary depending...
Matthew Rodger
By  Matthew Rodger
14 Feb 2025
1 min read
Waves
Real assets

What does bond yield volatility mean for private credit?

The start of 2025 saw investors having to grapple with significant market volatility. For private credit, we see no reason to panic at this stage...
Lushan Sun
By  Lushan Sun
11 Feb 2025
3 min read
gilt twenty
Fixed income

L&G explains: Demystifying the gilt market

The UK gilt market is huge, and the cornerstone of the UK financial system. But what form does that borrowing take, and why is it...
Christopher Jeffery
By  Christopher Jeffery
11 Feb 2025
6 min read
Pod Market
Markets and economics

Podcast: The view from the top – a long-term look at private markets

This week on LGIM Talks, the cameras are rolling as we sit down for a special video edition of the podcast.
LGIM team
By  LGIM team
10 Feb 2025
1 min read
corp US
Fixed income

US credit: The case for American exceptionalism

Why a combination of government policy, innovation and macro tailwinds make us optimistic for the asset class.
Dan DreherActive Fixed Income team
By  Dan Dreher, Active Fixed Income team
10 Feb 2025
1 min read
market tariff
Markets and economics

President Trump’s first couple of weeks: market implications

It has been a head-spinning few days for anyone following the policy announcements of the new US administration, with threats of tariffs for Canada, Mexico...
Christopher JefferyGreta Farina
By  Christopher Jeffery, Greta Farina
06 Feb 2025
5 min read
City real estate
Markets and economics

A sector approach: UK real estate in 2025

With January’s bond yield-led volatility calming down, we take stock of real estate as an asset class, looking at which sub-sectors might be of interest...
Bill Page
By  Bill Page
06 Feb 2025
4 min read
Trump tariff
Economics

President Trump’s first couple of weeks: economic implications

The White House’s policy agenda has been in overdrive since inauguration. Consensus expects the agenda to support US growth. We see significant downside risks to...
Tim Drayson
By  Tim Drayson
05 Feb 2025
4 min read
strong EMD
Fixed income

Emerging market debt: Will strong fundamentals drive resilience?

Compared to the beginning of the last Trump administration, we think emerging markets are well positioned to overcome potential challenges.
Raza AghaViraj Nadgir
By  Raza Agha, Viraj Nadgir
29 Jan 2025
5 min read

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