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.

Developed Markets

Pod Market
Markets and economics

Podcast: What’s going on in government bonds? Market Talk

Ben Bennett, our Head of Investment Strategy for Asia, dissects the recent rise in government bond yields, and the market mood ahead of Donald Trump’s...
LGIM team
By  LGIM team
17 Jan 2025
1 min read
Pod Market
Markets and economics

Podcast: Political drama, interest rates and fallible forecasts – Market Talk

Ben Bennett, Head of Investment Strategy, Asia, shares his take on the state of the market, and the outlook as we approach 2025.
LGIM team
By  LGIM team
13 Dec 2024
1 min read
Pod Market
Markets and economics

Podcast: US exceptionalism, political risk and non-consensus views

Listen to our expects discuss key themes from our 2025 global outlook, from how politics might sway markets next year to concentration risk within equities.
Asset Allocation teamLGIM team
By  Asset Allocation team, LGIM team
06 Dec 2024
smorgasboard 2024
Markets and economics

2024: a smorgasbord of a year

A member of our UK Wholesale Distribution team gives his thoughts on 2024, considering the many narratives that shaped markets, and shares his thoughts on...
Matthew Kemp
By  Matthew Kemp
02 Dec 2024
2 min read
deglobalisation globe
ESG and long-term themes

Deglobalisation: Private markets in a more diverging world

While deglobalisation has the potential to create headwinds for economic growth, we believe it also could create potential opportunities in certain sectors of the private...
Lushan Sun
By  Lushan Sun
08 Oct 2024
1 min read
Tennis ball
Investment strategy

What Wimbledon tells us about the power of global brands

The sponsorship deals attached to the biggest tennis stars aren't as straightforward as they may seem - in an age of global brands, sponsors can...
Elisa Piscopiello
By  Elisa Piscopiello
09 Jul 2024
4 min read
Pod Market
Markets and economics

Podcast: Elections, Nvidia and ballooning deficits – Market Talk

Ben Bennett tackles three big questions for investors in today.
LGIM team
By  LGIM team
27 Jun 2024
1 min read
Great-britain flags
Markets and economics

Is the UK a spent force or a coiled spring?

Identifying the reasons for the UK's economic malaise is one thing. Fixing it without spending significant sums of public money is quite another.
Matthew Rodger
By  Matthew Rodger
13 Feb 2024
3 min read
spiral stairs building
Markets and economics

Asymmetry in motion

Ambiguous near-term economic conditions and heightened geopolitical risk make adaptability more important than ever.
Emiel van den Heiligenberg
By  Emiel van den Heiligenberg
01 Feb 2024
4 min read
Future lights
Markets and economics

Friendshoring: the new not normal

A fragmenting supply network will bring costs and benefits for rich and poor countries alike.
Matthew Rodger
By  Matthew Rodger
25 Jan 2024
3 min read

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