Interest rates (137)

Uncertainty abounds
Markets and economics

Uncertainty abounds

With geopolitical tension rising, we consider a fundamental choice confronting investors, and wha...

By Tim DraysonChristopher TeschmacherChristopher Jeffery

28 May 2024

6 min read

Podcast: Patient Powell, China’s equity rally and oil – Market Talk
LGIM
Markets and economics

Podcast: Patient Powell, China’s equity rally and oil – Market Talk

With strong US growth and sticky inflation, why is Jay Powell still in patient mode on the intere...
By LGIM
03 May 2024
1 min read
Is a nasty inflation surprise on the menu?
James Carrick
Economics

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-hope...
By James Carrick
30 Apr 2024
3 min read
Active ownership: engagement that matters
Michelle Scrimgeour
ESG and long-term themes

Active ownership: engagement that matters

People all over the world endured a difficult 2023, a year marked by geopolitical conflict, risin...
By Michelle Scrimgeour
25 Apr 2024
2 min read
Something's gotta give
Markets and economics

Something's gotta give

Consensus is clustered around a trilogy of lower inflation, rate cuts and continued growth. Is th...

By Emiel van den HeiligenbergTim Drayson

22 Apr 2024

3 min read

Podcast: Geopolitics, higher real yields, and China GDP – Market Talk
LGIM
Markets and economics

Podcast: Geopolitics, higher real yields, and China GDP – Market Talk

How do investors price in geopolitical tensions? And with fewer than two US interest rate cuts no...
By LGIM
18 Apr 2024
1 min read
Podcast: Why ‘Goldilocks’ is in danger
Markets and economics

Podcast: Why ‘Goldilocks’ is in danger

Our CIO, Head of Asset Allocation and Head of Economics discuss the market outlook, with a focus ...
By LGIMAsset Allocation
12 Apr 2024
1 min read
Interested in buyout? Strategies for estimating the sensitivity of liabilities to interest rates
Investment strategy

Interested in buyout? Strategies for estimating the sensitivity of liabilities to interest rates

With scheme funding levels rising, we consider how trustees might best go about setting a target...
By Ian BlakeJohn Southall
07 Mar 2024
5 min read