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

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? 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
Can China meet its growth targets?
Erik Lueth
Markets and economics

Can China meet its growth targets?

LGIM's Global Emerging Market Economist Erik Lueth takes a hard look at China’s long-term...
By Erik Lueth
14 Dec 2022
4 min read
Xi’s the one: what China’s Party Congress meant for investors
Erik Lueth
Markets and economics

Xi’s the one: what China’s Party Congress meant for investors

Erik Lueth breaks down the possible market impact of China’s recently concluded party congress.
By Erik Lueth
08 Nov 2022
4 min read
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

Authors from the same team (38)

Christopher Jeffery

Christopher Jeffery

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

Christopher Teschmacher

Chris is something of a perfectionist which may explain the raft of automated spreadsheets ensuri...
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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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