Disclaimer: Views in this blog do not promote, and are not directly connected to any Legal & General Investment Management (LGIM) product or service. Views are from a range of LGIM investment professionals and do not necessarily reflect the views of LGIM. For investment professionals only.

Markets and economics

Economics

Withdrawal disagreement: the Brexit saga continues

Recent Brexit news is neither surprising nor likely to be the end of this story.  
By Hetal Mehta

Economics

Escaping lockdown: revisiting the economic scenarios

A lot has changed in the month since we set out our thoughts on what comes next for the global economy. The range of outcomes has narrowed a little, but there remains huge uncertainty about the virus, the speed of recovery, the lasting damage to output, and inflation implications.  ;
By Tim Drayson

Economics

When might the economy re-open?

Progress in Hubei province implies that there is a potential timeline for lifting economic restrictions in Europe.  ;
By Erik Lueth

Economics

Pandemics, belief scarring and the Fed

The annual Jackson Hole economic symposium can lay the intellectual foundations for thinking at the US central bank. From the event, I review a potentially influential paper on economic scarring.;
By Tim Drayson

Currency

FX markets: EUR-eka!

What the latest change in tack from the European Central Bank, amid drumbeats of verbal intervention and yet more disappointing inflation data, might mean for currency markets. ;
By Christopher Jeffery

Equities

What the tech is going on?

We revisit our case for holding technology stocks, and ask whether now is the time to start taking profits.  ;
By Lars Kreckel

Fixed income

Investment-grade credit: not out of the woods yet

Although we expect the second half of 2020 to be much calmer than the first, these remain challenging market conditions for credit investors.  ;
By Madeleine King

Economics

Spain’s second wave: how worried should we be?

Increased testing indicates we’re earlier in the cycle than caseload numbers alone suggest. But there’s no evidence the virus is being isolated within more resilient, younger cohorts.  
By James Carrick

Economics

The great inflation debate

Will virus-related stimulus and the Federal Reserve’s higher inflation target finally cause an inflation overshoot in the coming years?  
By John Roe

Economics

US/China relations: have you heard about the two-thirds?

Antagonism with China is not a short-term feature of US politics; we believe it will influence markets long after the Trump presidency.  ;
By Christopher Teschmacher

Fixed income

Emerging market credit: analysis and outlook

The impact of recent market movements on emerging market credit.;
By Uday Patnaik

Economics

For trucks’ sake: Brexit and the outlook for UK assets

How have Brexit and the post-virus economic contraction affected the prospects for UK asset prices?  ;
By Hetal Mehta

Economics

The global economy waits for a growth injection from a vaccine

We now expect continued, but much slower, economic growth over the next six months – followed by a renewed pickup after vaccines become widespread next year.  ;
By Tim Drayson

Fixed income

Fixed income outlook: taking stock

An update of our views and our insights into global fixed income markets. ;
By Colin Reedie

Economics

Fiscal failure versus electoral economics

Following President Trump’s executive actions, a substantial deal on US economic relief is expected relatively soon, but the risk of a large negative shock remains if the situation is not resolved.  ;
By Tim Drayson

Equities

Is US tech concentration a House of Cards?

Exploring the unintended consequences of the concentration conundrum on diversification via global equity indices.  ;
By Joseph Firth

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