Market Cycle (113)

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

Rates, politics and asymmetric opportunities
Sonja Laud
Markets and economics

Rates, politics and asymmetric opportunities

When we started planning this publication back in March, markets were still pricing in a...
By Sonja Laud
09 May 2024
3 min read
China’s L-shaped recovery
Economics

China’s L-shaped recovery

China's leadership set the 2024 growth target at 'around 5%', in line with last year's target and...
By Erik LuethPatrick Greene
29 Apr 2024
3 min read
A new regime for rates?
Colin Reedie
Fixed income

A new regime for rates?

If US economic activity continues to be this strong, officials at the Federal Reserve (Fed) might...
By Colin Reedie
23 Apr 2024
3 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

Podcast: Strong equities, supportive credit, currency vol – Market Talk
LGIM
Markets and economics

Podcast: Strong equities, supportive credit, currency vol – Market Talk

As we head towards the end of the first quarter, what are the reasons behind equity and credit...
By LGIM
28 Mar 2024
1 min read
The American dream
Tim Drayson
Economics

The American dream

We believe the unanticipated surge in US immigration is helping to increase the chances of an...
By Tim Drayson
20 Mar 2024
4 min read
Podcast: Fixed income in focus
Fixed income

Podcast: Fixed income in focus

In the first of our new series of active fixed income podcasts on LGIM Talks, we chat to Mat Rees...
By LGIMActive Fixed Income
16 Feb 2024
1 min read