Erik Lueth

Global Emerging Market Economist

Erik Lueth
Erik identifies investment opportunities across emerging markets. He uses quantitative models, past experience and lots of common sense. Prior to joining LGIM, Erik worked for a hedge fund, a bank, and the IMF.

Other articles by Erik Lueth

Pe(a)king property
Erik Lueth
Economics

Pe(a)king property

Last week, we laid out why we believe China is unlikely to be sitting on a property bubble that i...
By Erik Lueth
02 Nov 2021
3 min read
Is China sitting on a property bubble?
Erik Lueth
Economics

Is China sitting on a property bubble?

Evergrande’s problems have placed the Chinese property sector front and centre of investors’ mind...
By Erik Lueth
29 Oct 2021
4 min read
The difference between Xi’s China and Tsarist Russia
Erik Lueth
Economics

The difference between Xi’s China and Tsarist Russia

In this blog, we tackle some misconceptions about inequality in China and what it means for...
By Erik Lueth
05 Jul 2021
2 min read
The political winds of change in Latin America
Erik Lueth
Economics

The political winds of change in Latin America

We believe a broad move to hard-left politics in Latin America requires a more selective investme...
By Erik Lueth
23 Jun 2021
3 min read
Supercycle versus superpower
Commodities

Supercycle versus superpower

Rampant economic growth is typically bullish for commodities, but could this time be different?  
By Erik LuethJohn Roe
17 Mar 2021
3 min read
China: seven things investors should know
Erik Lueth
Economics

China: seven things investors should know

From dealing with COVID-19 to the long-term economic prospects for its economy, we believe China ...
By Erik Lueth
21 Oct 2020
4 min read
Does fast food show emerging currencies are cheap as chips?
Erik Lueth
Currency

Does fast food show emerging currencies are cheap as chips?

We use a variety of models, including our version of the Big Mac Index, to assess the current...
By Erik Lueth
24 Sep 2020
3 min read
Credit in China: a stress test you couldn’t have imagined
Erik Lueth
Economics

Credit in China: a stress test you couldn’t have imagined

What has the crisis meant for debt levels in China?  
By Erik Lueth
25 Jun 2020
3 min read
Special situations: the US, China, and Hong Kong
Erik Lueth
Economics

Special situations: the US, China, and Hong Kong

What happens if the US withdraws Hong Kong’s special status?  
By Erik Lueth
03 Jun 2020
3 min read

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