Spotlight on SDR (part 4): sources of support for advisers
ESG and long term themes

Spotlight on SDR (part 4): sources of support for advisers

We explore how financial advisers can navigate the evolving regulation around sustainable...

By LGIM

01 Dec 2022

1 min read

Macro Matters

New home, same compelling insights from our Asset Allocation team
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Fear and doubt cloud US and UK economic forecasts
Christopher Jeffery
Markets and economics

Fear and doubt cloud US and UK economic forecasts

US economists are gloomier than ever, while their UK counterparts are struggling with statistical...
By Christopher Jeffery
29 Nov 2022
3 min read
Turning the Climate Catastrophe ship
Lewis Pugh
ESG and long term themes

Turning the Climate Catastrophe ship

We're faced with an emergency, and inaction is simply not an option.
By Lewis Pugh
28 Nov 2022
3 min read
Why we believe default rates will be lower this cycle
Markets and economics

Why we believe default rates will be lower this cycle

In the Global Financial Crisis the default rate neared 10%. There are two good reasons why we don...

By Carl Sells

24 Nov 2022

3 min read

Does the yen still work as a safe-haven currency?
Josh Logan
Investment strategy

Does the yen still work as a safe-haven currency?

We examine the reasons for the yen's reputation as a safe-haven currency, and give a view on...
By Josh Logan
22 Nov 2022
4 min read
Chart of the month: let’s not get ahead of ourselves
Ben Bennett
Markets and economics

Chart of the month: let’s not get ahead of ourselves

The post-US CPI rally may mark a turning point, but there's a long way to go yet.
By Ben Bennett
21 Nov 2022
1 min read
Falling leaves, rising taxes: is it a cold forecast for the UK?
Markets and economics

Falling leaves, rising taxes: is it a cold forecast for the UK?

Hetal Mehta and Christopher Jeffery examine UK Chancellor Jeremy Hunt's Autumn Statement and what...
By Hetal MehtaChristopher Jeffery
18 Nov 2022
4 min read