Matthew Rodger

Assistant Economist

Matthew Rodger
Matthew is an economist covering emerging markets. He uses countries’ historical experience, alongside fresh economic data and quantitative methods, to recognise new investment opportunities. Prior to joining LGIM, Matthew graduated with an MSc in Economics from the London School of Economics and worked in various economic research roles. When not studying EM economies, he is enjoys reading, hillwalking and skiing.

Other articles by Matthew Rodger

Trump 2.0: spectre at the Thanksgiving feast
Matthew Rodger
Markets and economics

Trump 2.0: spectre at the Thanksgiving feast

The coming election is prompting investors to think about what a second Trump term would mean
By Matthew Rodger
04 Dec 2023
4 min read
Friend-shoring: from buzzword to breakthrough
Matthew Rodger
Markets and economics

Friend-shoring: from buzzword to breakthrough

Friend-shoring is real, but we need to distinguish myth from reality.
By Matthew Rodger
29 Nov 2023
3 min read
Is China the next Japan?
Markets and economics

Is China the next Japan?

In the early 1990s Japan suffered a well-documented deflationary slump. With China now seeing...
By Matthew RodgerBen Bennett
23 Aug 2023
3 min read
US-China relations: parting clouds or eye of the storm?
Matthew Rodger
Markets and economics

US-China relations: parting clouds or eye of the storm?

US-China tensions could continue to give investors heartburn despite recent efforts to patch up t...
By Matthew Rodger
20 Jul 2023
3 min read
China’s local government leverage: elephants in the room
Matthew Rodger
Markets and economics

China’s local government leverage: elephants in the room

The strains in China's property sector are also raising risks among local governments.
By Matthew Rodger
12 Jul 2023
3 min read
Hangin’ tough: a long-term look at EM fundamentals
Matthew Rodger
Economics

Hangin’ tough: a long-term look at EM fundamentals

As a whole, major emerging markets (EMs) have become more resilient since the crises of the 1980s...
By Matthew Rodger
29 Jun 2023
3 min read
China: Waiting for stimulus
Markets and economics

China: Waiting for stimulus

Recent economic activity in China has been disappointing and we've reduced our growth forecasts...
By Ben BennettMatthew Rodger
26 Jun 2023
4 min read
EM opportunities in a time of rising rates
Matthew Rodger
Investment strategy

EM opportunities in a time of rising rates

Our EM sovereign spread model highlights where EM pricing differs the most from fundamental risks.
By Matthew Rodger
31 Mar 2023
2 min read
Last tango in Istanbul?
Matthew Rodger
Markets and economics

Last tango in Istanbul?

Indicators signal further lira stress regardless of the result in the forthcoming Turkish...
By Matthew Rodger
29 Mar 2023
2 min read

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