Markets and economics

Will COVID cut short China's economic rebound?
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

Are tech stocks now bond proxies?
Lars Kreckel
Equities

Are tech stocks now bond proxies?

There's never a quiet time for US technology stocks, it seems. The latest issue has been a very...
By Lars Kreckel
17 Jan 2022
3 min read
Maximum employment
Tim Drayson
Economics

Maximum employment

The US Federal Reserve's (Fed's) hawkish pivot has gathered pace in recent weeks as inflation and...
By Tim Drayson
13 Jan 2022
3 min read
What society needs now
Bill Hughes
Real assets

What society needs now

Having long-term capital to invest in what society needs right now has never been more important.
By Bill Hughes
05 Jan 2022
3 min read
Is this a bubble or did Santa just come to town?
Equities

Is this a bubble or did Santa just come to town?

We've seen a significant rally in equities recently, which almost nullifies the drawdown we saw i...

By Emiel van den Heiligenberg

15 Dec 2021

3 min read

2022 EM credit outlook: after a difficult year
Fixed income

2022 EM credit outlook: after a difficult year

2021 has been a tough year for emerging market bonds. What comes next?
By Uday PatnaikRaza Agha
06 Dec 2021
4 min read
Chinese high yield: buying deep value is always scary
Fixed income

Chinese high yield: buying deep value is always scary

China's high-yield bond market has been under incredible strain in recent months, with prices...
By Emiel van den HeiligenbergPeter Duff
29 Nov 2021
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