United Kingdom (123)

Podcast: US consumption, equity and credit divergence and copper – Market Talk
Markets and economics

Podcast: US consumption, equity and credit divergence and copper – Market Talk

Are tighter lending conditions finally impacting the US consumer? And what's behind the apparent...

By LGIM

24 May 2024

1 min read

Is a nasty inflation surprise on the menu?
James Carrick
Economics

Is a nasty inflation surprise on the menu?

Sharp jumps in public rents, utility bills and the living wage could lead to a stickier-than-hope...
By James Carrick
30 Apr 2024
3 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
How close is the UK office sector to fair value?
Bill Page
Real assets

How close is the UK office sector to fair value?

After a dramatic repricing, are offices still expensive given the risks the sector faces?
By Bill Page
24 Apr 2024
4 min read
How big a challenge does the UK office market face?
Real assets

How big a challenge does the UK office market face?

The UK office sector has reset. Are there opportunities on offer for institutional investors?

By Bill Page

03 Apr 2024

3 min read

BoE gets closer to cutting rates
James Carrick
Markets and economics

BoE gets closer to cutting rates

A surprisingly dovish vote suggests the Bank of England will begin its interest-rate descent soon...
By James Carrick
25 Mar 2024
3 min read
What does the Bank of England have in common with Roman priests?
Christopher Jeffery
Economics

What does the Bank of England have in common with Roman priests?

Forecasting future inflation is exceptionally difficult, but the process can still be useful to t...
By Christopher Jeffery
13 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