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.
US Dollar
When elephants fight: Does US-China decoupling help or hurt Mexico?
While a US crackdown on Chinese re-routing could hurt Mexican growth, that must be weighed against solid macro policies and the long-term gains from friendshoring. 
Podcast: Dollar dominance deconstructed – Market Talk
Where next for the US dollar? Ben Bennett, Head of Investment Strategy, Asia, shares his verdict. 
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. 
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. 
Is the US dollar to blame for EM woes?
The US dollar cycle is a key metric to follow for any investor, but emerging market (EM) investors should pay particular attention to its ebbs... 
Q3 Active Fixed Income Outlook: Back to the 1970s?
Geopolitical tensions, sticky inflation and ballooning government deficits. Sound familiar? 
Podcast: Elections, Nvidia and ballooning deficits – Market Talk
Ben Bennett tackles three big questions for investors in today. 
Something's gotta give
Consensus is clustered around a trilogy of lower inflation, rate cuts and continued growth. Is the market beginning to question this benign path? 
Podcast: Corporate America, China stimulus and cricket – Market Talk
Given a slew of decent US corporate results, Ben Bennett, Investment Strategist, APAC, wonders if the US economy is running too hot? Recommended content for you
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