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

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
Spy game? 99 red balloons go by
Markets and economics

Spy game? 99 red balloons go by

A Chinese balloon has recently provided more interest than at a typical five-year-old's birthday...
By Christopher JefferyMatthew Rodger
16 Feb 2023
3 min read
Harsh port, harsher storm: EM rates in 2022
Matthew Rodger
Markets and economics

Harsh port, harsher storm: EM rates in 2022

Tough monetary policies have prevented EM crises this year, but easing even as the global economy...
By Matthew Rodger
10 Nov 2022
3 min read
EM currencies: borrowing and sorrowing
Matthew Rodger
Investment strategy

EM currencies: borrowing and sorrowing

We believe external vulnerabilities, not terms of trade shocks, explain emerging market (EM)...
By Matthew Rodger
19 Oct 2022
2 min read
CE3: bleak present, brighter future?
Matthew Rodger
Markets and economics

CE3: bleak present, brighter future?

Although the suspension of Russian gas supplies to Europe will likely hit the Czech Republic,...
By Matthew Rodger
17 Aug 2022
3 min read
Ukraine: Protracted war, economic turmoil
Matthew Rodger
Economics

Ukraine: Protracted war, economic turmoil

The war in Ukraine will impact geopolitical risks and commodity prices for as long as it continue...
By Matthew Rodger
24 Jun 2022
4 min read
Will COVID cut short China's economic rebound?
Matthew Rodger
Economics

Will COVID cut short China's economic rebound?

In this blog, we explore the implications of the Omicron variant of COVID-19 for our positions in...
By Matthew Rodger
28 Jan 2022
3 min read
Emerging markets: Still on the (electoral) clock - LGIM Blog
Matthew Rodger
Economics

Emerging markets: Still on the (electoral) clock - LGIM Blog

We believe that as coronavirus anxieties recede in emerging markets (EMs), upcoming electoral...
By Matthew Rodger
26 Nov 2021
3 min read

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Christopher Jeffery

Christopher Jeffery

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

Christopher Teschmacher

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