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.

Interest rates

Budget image
Markets and economics

Better days ahead?

This week’s budget provides the economic policy clarity for the rest of this Parliament. We deliver our initial verdict.
Tim DraysonFiona Wu
By  Tim Drayson, Fiona Wu
31 Oct 2024
4 min read
Aeroplane landing
Markets and economics

Cleared to land?

A soft landing is coming into view, but with potential pockets of turbulence ahead, we are neutral on risk assets.
Emiel van den HeiligenbergTim Drayson
By  Emiel van den Heiligenberg, Tim Drayson
24 Oct 2024
3 min read
Liar's poker
Markets and economics

Are rate cuts a gamechanger for funding levels?

Rate cuts can drive longer-dated rate expectations, and have also often coincided with equity market declines. What are the implications for DB schemes?
Joseph England
By  Joseph England
10 Oct 2024
3 min read
Tariffs Trump
Economics

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.
Tim Drayson
By  Tim Drayson
07 Oct 2024
3 min read
rates funding
Markets and economics

Preserving funding levels as rates fall

With monetary easing cycles under way in developed economies and bonds once again providing potential insurance against equity risk, we believe that interest rate hedging...
Alex MackRobert Pace
By  Alex Mack, Robert Pace
02 Oct 2024
3 min read
Pod Market
Markets and economics

Podcast: US election preview – the CIO call

Podcast: US election preview – the CIO call
LGIM team
By  LGIM team
26 Sept 2024
1 min read
Chill T
Investment strategy

An end to T-bill and chill?

For more than two years, high interest rates have offered healthy cash returns to investors without the volatility, but with central banks starting to cut...
Matthew ReesTom FarringtonJoshua Goodey
By  Matthew Rees, Tom Farrington, Joshua Goodey
25 Sept 2024
3 min read
Pique interest
Fixed income

Interest piqued?

The industry has seen large inflows into money market funds since central banks began increasing policy rates in 2022. What could a shift to an...
Ross McDonaldActive Fixed Income team
By  Ross McDonald, Active Fixed Income team
19 Sept 2024
3 min read
Yield curve
Markets and economics

Reversion to ‘un-inversion’

Assessing the potential signaling value of the yield curve.
Christopher Jeffery
By  Christopher Jeffery
18 Sept 2024
4 min read
Pod Market
Markets and economics

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.
LGIM team
By  LGIM team
13 Sept 2024
1 min read

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