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

Pod Market
Markets and economics

Podcast: US tariffs, BoE cut and European equity rally – Market Talk

Ben Bennett, Head of Investment Strategy for Asia, shares his take on the big topics in markets today.
LGIM team
By  LGIM team
14 Feb 2025
1 min read
Tariff COTM
Markets and economics

Chart of the month: Which countries could be most vulnerable to tariffs?

President Trump’s return to office has seen renewed threats of tariffs on numerous trading partners. Yet how much different countries are affected could vary depending...
Matthew Rodger
By  Matthew Rodger
14 Feb 2025
1 min read
corp US
Fixed income

US credit: The case for American exceptionalism

Why a combination of government policy, innovation and macro tailwinds make us optimistic for the asset class.
Dan DreherActive Fixed Income team
By  Dan Dreher, Active Fixed Income team
10 Feb 2025
1 min read
market tariff
Markets and economics

President Trump’s first couple of weeks: market implications

It has been a head-spinning few days for anyone following the policy announcements of the new US administration, with threats of tariffs for Canada, Mexico...
Christopher JefferyGreta Farina
By  Christopher Jeffery, Greta Farina
06 Feb 2025
5 min read
Trump tariff
Economics

President Trump’s first couple of weeks: economic implications

The White House’s policy agenda has been in overdrive since inauguration. Consensus expects the agenda to support US growth. We see significant downside risks to...
Tim Drayson
By  Tim Drayson
05 Feb 2025
4 min read
deep seek
Markets and economics

Who’s afraid of DeepSeek?

The Chinese firm’s groundbreaking R1 AI model challenges many assumptions on the state of the technology.
Matthew Rodger
By  Matthew Rodger
28 Jan 2025
5 min read
gold bars
Investment strategy

Gold and the rates cycle – the outlook for 2025

Reduced expectations of rate cuts could represent a headwind, but central bank buying remains a support, and earnings suggest miners are reaping the rewards of...
Elisa Piscopiello
By  Elisa Piscopiello
21 Jan 2025
3 min read
Pod Market
Markets and economics

Podcast: What’s going on in government bonds? Market Talk

Ben Bennett, our Head of Investment Strategy for Asia, dissects the recent rise in government bond yields, and the market mood ahead of Donald Trump’s...
LGIM team
By  LGIM team
17 Jan 2025
1 min read
flag america
Markets and economics

Chart of the month: US equities lead the way

US equities were once again the leading major asset class in 2024, resulting from strong returns from the mega cap technology stocks known as the...
Isabella Hughes
By  Isabella Hughes
15 Jan 2025
2 min read
Pod Market
Markets and economics

Podcast: Political drama, interest rates and fallible forecasts – Market Talk

Ben Bennett, Head of Investment Strategy, Asia, shares his take on the state of the market, and the outlook as we approach 2025.
LGIM team
By  LGIM team
13 Dec 2024
1 min read

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