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

Back to the future for emerging markets
Erik Lueth
Markets and economics

Back to the future for emerging markets

The economic gains of emerging markets (EMs) seen in the noughties continue to inflate growth...
By Erik Lueth
09 Jun 2022
2 min read
Can emerging markets withstand a stronger dollar?
Erik Lueth
Markets and economics

Can emerging markets withstand a stronger dollar?

The taper tantrum of 2013 showed how sensitive emerging markets (EMs) were to higher US rates, bu...
By Erik Lueth
05 May 2022
3 min read
Ukraine conflict: assessing the sanctions
Investment strategy

Ukraine conflict: assessing the sanctions

The West has imposed a barrage of sanctions on Russia, from hampering its central bank to cutting...
By Erik LuethMadeleine King
04 Mar 2022
4 min read
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

Authors from the same team (32)

Tim Drayson

Tim Drayson

Tim keeps a close watch on global economic developments, with a particular focus on the US. He...
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Matthew Rodger

Matthew Rodger

Matthew is an economist covering emerging markets. He uses countries’ historical experience,...
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Emiel van den Heiligenberg

Emiel van den Heiligenberg

Emiel is responsible for the overall strategic direction of the team’s investment and business...
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