Late cycle (83)

US election: themes and implications
Markets and economics

US election: themes and implications

We take stock of the upcoming US election, focusing on the potential implications for investors...

By Sonja Laud

19 Sep 2024

4 min read

Sticking the landing
Tim Drayson
Economics

Sticking the landing

Anxiety around a US recession briefly flared up at the start of August, but our recession...
By Tim Drayson
27 Aug 2024
3 min read
Chart of the month: Is the US economy about to stall?
James Carrick
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 f...
By James Carrick
16 Aug 2024
2 min read
Podcast: Fixed income in focus – halfway there
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...
By LGIMActive Fixed Income
14 Jun 2024
1 min read
Podcast: Corporate America, China stimulus and cricket – Market Talk
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...

By LGIM

22 Feb 2024

1 min read

Asymmetry in motion
Emiel van den Heiligenberg
Markets and economics

Asymmetry in motion

Ambiguous near-term economic conditions and heightened geopolitical risk make adaptability more...
By Emiel van den Heiligenberg
01 Feb 2024
4 min read
Will the magnificent seven ride again?
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...
By Ewan BowerbankRobert White
22 Jan 2024
4 min read
2023: the year of the acronym
Matthew Kemp
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...
By Matthew Kemp
18 Dec 2023
3 min read