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.

Late cycle

US Capitol building
Markets and economics

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.
Sonja Laud
By  Sonja Laud
19 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
stick landing
Economics

Sticking the landing

Anxiety around a US recession briefly flared up at the start of August, but our recession indicators suggest that while risks remain, the chances of...
Tim Drayson
By  Tim Drayson
27 Aug 2024
3 min read
stall speed
Economics

Chart of the month: Is the US economy about to stall?

The Sahm rule has been triggered by rising unemployment, signalling a potential recession ahead for the world’s largest economy.
James Carrick
By  James Carrick
16 Aug 2024
2 min read
Pod Strategy
Investment strategy

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...
LGIM teamActive Fixed Income team
By  LGIM team, Active Fixed Income team
14 Jun 2024
1 min read
AA 730X410
Markets and economics

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?
Emiel van den HeiligenbergTim Drayson
By  Emiel van den Heiligenberg, Tim Drayson
22 Apr 2024
3 min read
Pod Market
Markets and economics

Podcast: Corporate America, China stimulus and cricket – Market Talk

Given a slew of decent US corporate results, Ben Bennett, Investment Strategist, APAC, wonders if the US economy is running too hot?
LGIM team
By  LGIM team
22 Feb 2024
1 min read
spiral stairs building
Markets and economics

Asymmetry in motion

Ambiguous near-term economic conditions and heightened geopolitical risk make adaptability more important than ever.
Emiel van den Heiligenberg
By  Emiel van den Heiligenberg
01 Feb 2024
4 min read
Horse racing feet
Investment strategy

Will the magnificent seven ride again?

A huge proportion of US equity performance last year was driven by only seven stocks. Can this continue? And what does it tell us about...
Ewan BowerbankRobert White
By  Ewan Bowerbank, Robert White
22 Jan 2024
4 min read
Falling letters alphabet
Markets and economics

2023: the year of the acronym

A member of our UK Wholesale Distribution team gives his thoughts on 2023, focusing on three acronyms that became household names, and shares potential hot...
Matthew Kemp
By  Matthew Kemp
18 Dec 2023
3 min read

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