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.
Inflation
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. 
US election: themes and implications
We take stock of the upcoming US election, focusing on the implications for investors across a range of asset classes. 
Podcast: Volatility, dis-inversion and the path of rates – Market Talk
What was behind the 'flash crash' and last week's smaller wobble? Ben Bennett, Investment Strategist APAC, explains all. 
LDI chart update: I CPI
What's going on with the Consumer Prices Index (CPI) and how could it impact DB pension schemes? 
The Bank of England has eased the brakes. What happens next?
In a ‘finely balanced’ decision, the UK’s Monetary Policy Committee has cut rates for the first time since the Covid-19 pandemic. But how fast could... 
Q3 Active Fixed Income Outlook: Back to the 1970s?
Geopolitical tensions, sticky inflation and ballooning government deficits. Sound familiar? 
Podcast: Elections, Nvidia and ballooning deficits – Market Talk
Ben Bennett tackles three big questions for investors in today. 
Podcast: Fixed income in focus – halfway there
As bond investors look towards the second half of 2024, we hear from Colin Reedie, Head of Active Strategies, regarding the myriad of forces driving... Podcast: US consumption, equity and credit divergence and copper – Market Talk
Are tighter lending conditions finally impacting the US consumer? And what’s behind the apparent divergence in equity and credit markets? 
Is a nasty inflation surprise on the menu?
Sharp jumps in public rents, utility bills and the living wage could lead to a stickier-than-hoped inflation reading for April. Is the disinflationary trend under... Recommended content for you
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