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.
Asia
Chart of the month: Is this China’s ‘whatever it takes’ moment?
China's surprise policy announcement led to the strongest month of performance for mainland Chinese equities in a decade. What could be next? 
Gauging the impact of tariffs under Trump
One of the biggest policy differences between the presidential candidates is trade; at stake is the speed of deglobalisation. 
Chinese stimulus for a happy anniversary
China unleashed a concerted, well-timed stimulus effort last week ahead of the 75th anniversary of the People’s Republic of China and a week-long holiday. Should... 
Chart of the month: August angst in the Japanese equity market
What's happened historically following large one-day falls in a country’s stock market? 
India: The emerging market outlier
Underlying economic factors make India an emerging market like no other. 
What's suddenly spooked markets?
It’s not often you wake up to see a major equity market down over 12% in a day. Yet that’s exactly what happened in Japan... 
Podcast: US elections, equity rotation, and a major celebration – Market Talk
How should investors interpret the latest twists and turns in the race for the White House? And what's behind the rise in US small-cap stocks? 
Deglobalisation is just getting started
The US has pivoted towards protectionism and industrial intervention. The presidential election will help determine the speed of deglobalisation. 
Shopping for yield? Have you considered Asia Pacific ex Japan equity income?
We believe Asia could be the perfect hunting ground for investors in search of yield beyond traditional markets. 
What our voting record in South Korea says about gaps in corporate governance
The Corporate Value-up Program has raised hopes of a re-rating, but we believe the journey to improving corporate governance will be long and winding. 
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