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

Whither renminbi?
Erik Lueth
Markets and economics

Whither renminbi?

Money is leaving China in search of higher interest rates, putting pressure on the exchange rate...
By Erik Lueth
15 Nov 2023
3 min read
Israel-Hamas conflict: implications for investors
ESG and long-term themes

Israel-Hamas conflict: implications for investors

What the hostilities in the Middle East mean for markets and the global economy.
By Emiel van den HeiligenbergErik Lueth
17 Oct 2023
3 min read
China’s balance sheet recession
Erik Lueth
Markets and economics

China’s balance sheet recession

History suggests downturns caused by debt-financed overinvestment tend to be deeper and longer th...
By Erik Lueth
05 Sep 2023
3 min read
China’s housing overhang casts a long shadow
Erik Lueth
Markets and economics

China’s housing overhang casts a long shadow

We believe speculation in China's housing market jeopardises GDP growth expectations and could...
By Erik Lueth
10 Jul 2023
3 min read
Tequila sunset: is the Mexican peso’s run coming to an end?
Erik Lueth
Markets and economics

Tequila sunset: is the Mexican peso’s run coming to an end?

Low unemployment, retail sales outpacing manufacturing and a deteriorating trade balance all...
By Erik Lueth
04 Jul 2023
2 min read
Is India the new China? A quantitative assessment
Erik Lueth
Markets and economics

Is India the new China? A quantitative assessment

This is our third and final blog in this series exploring whether India might match China's...
By Erik Lueth
16 Mar 2023
4 min read
Is India the new China? Evidence on friend-shoring
Erik Lueth
Economics

Is India the new China? Evidence on friend-shoring

Global companies are increasingly weighing geopolitical risk as they invest in China. Does India...
By Erik Lueth
06 Mar 2023
5 min read
Manufacturing wealth: is India the new China?
Erik Lueth
Economics

Manufacturing wealth: is India the new China?

In the first of a series of blogs considering the economic prospects for the South Asian giant, w...
By Erik Lueth
09 Feb 2023
4 min read
China post-COVID: from zero to hero?
Erik Lueth
Markets and economics

China post-COVID: from zero to hero?

After three years of zero-COVID, China is back. This year promises to be a good one for China’s...
By Erik Lueth
20 Jan 2023
4 min read

Authors from the same team (31)

Christopher Jeffery

Christopher Jeffery

Chris works as a strategist within LGIM’s asset allocation team, focussing on discretionary fixed...
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James Carrick

James Carrick

James is a global economist with a knack for using analogies to explain economic concepts. He is ...
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Tim Armitage

Tim Armitage

Tim is a former musician reincarnated as a quantitative strategist, and subsequently spends more...
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