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.

United States

broaden equity
Equities

An ‘immaculate broadening out’? We don’t think so

Hopes are building around US small caps, but we believe valuations could make the vulnerable if the economy slows.
Robert Griffiths
By  Robert Griffiths
29 Oct 2024
3 min read
World breath
Fixed income

The world holds its breath

Global central banks have begun cutting rates – but the chief market determinant is sure to be (another) generationally consequential US election.
Colin Reedie
By  Colin Reedie
21 Oct 2024
2 min read
optical illusion
Economics

Optical illusion

We believe the prospects for a US soft landing have improved further due to recent large upward revisions to household savings and profits in the...
Tim Drayson
By  Tim Drayson
17 Oct 2024
3 min read
Harris Trump
Markets and economics

Never mind the ballots

The muted reaction to this November's election may not last.
Jason Shoup
By  Jason Shoup
09 Oct 2024
3 min read
Tariffs Trump
Economics

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.
Tim Drayson
By  Tim Drayson
07 Oct 2024
3 min read
Pod Market
Markets and economics

Podcast: US election preview – the CIO call

Podcast: US election preview – the CIO call
LGIM team
By  LGIM team
26 Sept 2024
1 min read
US Capitol building
Markets and economics

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.
Sonja Laud
By  Sonja Laud
19 Sept 2024
4 min read
Pod Market
Markets and economics

Podcast: Volatility, dis-inversion and the path of rates – Market Talk

What was behind the 'flash crash' and last week's smaller wobble? Ben Bennett, Investment Strategist APAC, explains all.
LGIM team
By  LGIM team
13 Sept 2024
1 min read
beige theory
Economics

Is a US recession more likely than you think?

Here’s an alternative approach to estimating recession probabilities: beige theorem.
Rameet Gulsin
By  Rameet Gulsin
12 Sept 2024
2 min read
stick landing
Economics

Sticking the landing

Anxiety around a US recession briefly flared up at the start of August, but our recession indicators suggest that while risks remain, the chances of...
Tim Drayson
By  Tim Drayson
27 Aug 2024
3 min read

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