Politics (115)

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

Active ownership: engagement that matters
Michelle Scrimgeour
ESG and long-term themes

Active ownership: engagement that matters

People all over the world endured a difficult 2023, a year marked by geopolitical conflict, risin...
By Michelle Scrimgeour
25 Apr 2024
2 min read
Geopolitical risk and the global market outlook
Markets and economics

Geopolitical risk and the global market outlook

As the Middle East conflict enters a worrying new phase, we assess what the uptick in geopolitica...
By Sonja LaudColin ReedieTim Drayson
19 Apr 2024
3 min read
Podcast: Geopolitics, higher real yields, and China GDP – Market Talk
LGIM
Markets and economics

Podcast: Geopolitics, higher real yields, and China GDP – Market Talk

How do investors price in geopolitical tensions? And with fewer than two US interest rate cuts no...
By LGIM
18 Apr 2024
1 min read
The American dream
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

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