US debt deadlock: what happens next?
Markets and economics

US debt deadlock: what happens next?

With a repeat of the 2011 US debt ceiling showdown increasingly likely, we give some answers on h...

By Tim Drayson

03 Feb 2023

4 min read

Macro Matters

New home, same compelling insights from our Asset Allocation team
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How behavioural bias skews investment decisions
Matthew Kemp
Investment strategy

How behavioural bias skews investment decisions

Here are five behavioural biases that I've seen time and again. The question is: how can investor...
By Matthew Kemp
01 Feb 2023
3 min read
Market Talk podcast: Glass half-full or glass half-empty?
LGIM
Markets and economics

Market Talk podcast: Glass half-full or glass half-empty?

Soft or hard landing in the US? Will earnings fall as much as some commentators expect? And where...
By LGIM
31 Jan 2023
1 min read
Podcast: How to pick a fund manager
Investment strategy

Podcast: How to pick a fund manager

LGIM's multi-asset experts discuss the key considerations for third-party fund manager selection.

By LGIM

30 Jan 2023

1 min read

False signals or false dawns?
Tim Drayson
Markets and economics

False signals or false dawns?

Recent US GDP data have bolstered the case for an economic soft landing, but survey figures sugge...
By Tim Drayson
27 Jan 2023
3 min read
When will central banks cease tightening?
Markets and economics

When will central banks cease tightening?

Markets suggest the US has almost reached an inflection point, while the UK and Europe have furth...
By Tim DraysonJames Carrick
24 Jan 2023
3 min read
Chart of the month: asset classes pull a U-turn
Ben Bennett
Markets and economics

Chart of the month: asset classes pull a U-turn

The biggest losers of last year's sell-off have made the biggest recoveries, but what's driven th...
By Ben Bennett
23 Jan 2023
1 min read