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.
Emerging Markets
Trump and EMs: A return to (new) normalcy?
At first sight, a Trump presidency spells bad news for emerging markets (EMs), but is that simplistic? 
When elephants fight: Does US-China decoupling help or hurt Mexico?
While a US crackdown on Chinese re-routing could hurt Mexican growth, that must be weighed against solid macro policies and the long-term gains from friendshoring. 
Niche no more
Is investment grade corporate emerging market debt an asset class whose time has come?
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... 
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... 
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... 
Is the US dollar to blame for EM woes?
The US dollar cycle is a key metric to follow for any investor, but emerging market (EM) investors should pay particular attention to its ebbs... 
Emerging market debt: All about the yield
Challenges for the asset class, in the form of unexpected election outcomes and volatility in US rates, have given way to relative calm in the... 
Is China exporting deflation?
There is handwringing in Western capitals about excess capacity in China. However, a look at macroeconomic data suggests these fears could be exaggerated. 
India’s time to shine
As the world’s biggest democracy goes to the polls, we examine the political powerhouse that is the BJP and consider how index inclusion could energise... 
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