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

Elephants herd
Markets and economics

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.
Erik Lueth
By  Erik Lueth
22 Nov 2024
3 min read
Pod Market
Markets and economics

Podcast: Dollar dominance deconstructed – Market Talk

Where next for the US dollar? Ben Bennett, Head of Investment Strategy, Asia, shares his verdict.
LGIM team
By  LGIM team
22 Nov 2024
1 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
strong dollar
Currency

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...
Erik Lueth
By  Erik Lueth
03 Sept 2024
3 min read
AFI-outlook-Q324 cover
Investment strategy

Q3 Active Fixed Income Outlook: Back to the 1970s?

Geopolitical tensions, sticky inflation and ballooning government deficits. Sound familiar?
Colin Reedie
By  Colin Reedie
23 Jul 2024
4 min read
Pod Market
Markets and economics

Podcast: Elections, Nvidia and ballooning deficits – Market Talk

Ben Bennett tackles three big questions for investors in today.
LGIM team
By  LGIM team
27 Jun 2024
1 min read
AA 730X410
Markets and economics

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?
Emiel van den HeiligenbergTim Drayson
By  Emiel van den Heiligenberg, Tim Drayson
22 Apr 2024
3 min read
Pod Market
Markets and economics

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?
LGIM team
By  LGIM team
22 Feb 2024
1 min read

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