Politics (110)

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

UK budget – no surprises and no alarms
James Carrick
Markets and economics

UK budget – no surprises and no alarms

We believe the budget could support growth and reduce headline inflation this year, with the...
By James Carrick
07 Mar 2024
4 min read
The year of the vote
Matthew Rodger
Markets and economics

The year of the vote

The year ahead brings elections for roughly two-fifths of the world's population and an equal sha...
By Matthew Rodger
15 Feb 2024
3 min read
Is the UK a spent force or a coiled spring?
Matthew Rodger
Markets and economics

Is the UK a spent force or a coiled spring?

Identifying the reasons for the UK's economic malaise is one thing. Fixing it without spending...
By Matthew Rodger
13 Feb 2024
3 min read
Friendshoring: the new not normal
Markets and economics

Friendshoring: the new not normal

A fragmenting supply network will bring costs and benefits for rich and poor countries alike.

By Matthew Rodger

25 Jan 2024

3 min read

The geopolitical ripple effect
Aanand Venkatramanan
ESG and long-term themes

The geopolitical ripple effect

We examine how geopolitics informs our thinking about long-term themes, focusing on cyber securit...
By Aanand Venkatramanan
09 Jan 2024
3 min read
Podcast: Rallies, Red Sea disruption and Taiwanese elections – Market Talk
LGIM
Markets and economics

Podcast: Rallies, Red Sea disruption and Taiwanese elections – Market Talk

In this first episode of Market Talk for 2024, Ben Bennett examines the extent to which bonds and...
By LGIM
04 Jan 2024
1 min read
Friendshoring: putting money where your mouth is
Matthew Rodger
Markets and economics

Friendshoring: putting money where your mouth is

Evidence for friendshoring is even stronger in investment flows than in goods trade.
By Matthew Rodger
03 Jan 2024
3 min read