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.
Politics
Trump and EMs: A return to (new) normalcy?
At first sight, a Trump presidency spells bad news for emerging markets (EMs), but is that simplistic? 
Better days ahead?
This week’s budget provides the economic policy clarity for the rest of this Parliament. We deliver our initial verdict. 
The economic consequences of populist politics
Populist leaders can deliver short-term economic benefits via fiscal largesse, but research finds economic growth suffers in the long term. 
Why the election won’t decide the fate of clean energy investment
Clean energy policies or monetary easing could provide near-term tailwinds, but we believe the underlying economics will remain the real driver of progress. 
Gauging the impact of tariffs under Trump
One of the biggest policy differences between the presidential candidates is trade; at stake is the speed of deglobalisation. 
Fragile markets vs. political risk
We believe periodic market disruptions are increasingly probable in late cycle. Enter the US election. 
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. 
The UK's planning pickle
The discretionary planning system is a barrier to growth, but reformists must ruffle feathers to get results. Recommended content for you
Learn more about our business
Legal & General Investment Management is one of the world's largest asset managers, with capabilities across asset classes to meet our clients' objectives and a longstanding commitment to responsible investing.
