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Growth
Podcast: Elections, Nvidia and ballooning deficits – Market Talk
Ben Bennett tackles three big questions for investors in today. 
Beige Book reloaded
Last year, I wrote about how AI helped me analyse the Beige Book, the Federal Reserve’s summary of current economic conditions. 
Will South Korea’s Corporate Value-up Program unlock value in the KOSPI?
The intention behind the plan is encouraging, but we believe corporate governance reform will be needed to put the Korean capital market (KOSPI) on a... 
China’s L-shaped recovery
China’s leadership set the 2024 growth target at 'around 5%', in line with last year's target and actual outcome. It will be challenging to hit... 
Something's gotta give
Consensus is clustered around a trilogy of lower inflation, rate cuts and continued growth. Is the market beginning to question this benign path? 
Artificial intelligence: incrementum ex machina
An AI boom will initially be lopsided, with some countries and groups benefitting more than others. 
UK budget – no surprises and no alarms
We believe the budget could support growth and reduce headline inflation this year, with the government talking a good story about future restraint and supply-side... 
All quarters are equal, but some are more equal than others
What do Nobel Prize-winning physicist Niels Bohr and baseball player Yogi Berra have in common? 
Pinning the tail on the donkey
The output gap is one of the most important concepts for macro investors. Unfortunately, it is very difficult to measure in real time. 
Chart of the month: Was the pandemic uniquely hard to anticipate?
'Prepare, don't predict' is a mantra you will have heard repeatedly from LGIM's macro team Recommended content for you
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