Markets and economics

Could UK interest rates be peaking for this cycle?
Markets and economics

Could UK interest rates be peaking for this cycle?

Opinion at the latest Monetary Policy Committee meeting was highly divided, with the vote split...

By Christopher Jeffery

03 Oct 2023

2 min read

Podcast: What do ‘higher for longer’ rates mean for markets?
LGIM
Markets and economics

Podcast: What do ‘higher for longer’ rates mean for markets?

In our latest CIO call, we look at how the latest spate of central bank of decisions and commenta...
By LGIM
28 Sep 2023
1 min read
Making the grade: the world of emerging market corporate debt
Fixed income

Making the grade: the world of emerging market corporate debt

With the emerging market debt (EMD) universe increasingly considered to be mainstream, we weigh u...
By Viraj NadgirSanchay Singla
27 Sep 2023
4 min read
Sticky wicket
James Carrick
Economics

Sticky wicket

How the UK's worse 'inflation memory' could keep services inflation sticky and put the Bank of...
By James Carrick
21 Sep 2023
3 min read
Revising up UK GDP: What are the implications?
Economics

Revising up UK GDP: What are the implications?

Recent updates to historic data imply the UK's economic rebound following the COVID-19 pandemic w...

By James CarrickChristopher Jeffery

11 Sep 2023

3 min read

Dollar strengthening, high yield and the G20 summit
LGIM
Markets and economics

Dollar strengthening, high yield and the G20 summit

As world leaders gather in New Delhi for the latest G20 summit, Market Talk looks at the key issu...
By LGIM
08 Sep 2023
1 min read
We are never ever getting back together
Tim Drayson
Economics

We are never ever getting back together

Excitement around a US soft landing continues to build, yet we think some of the positive news on...
By Tim Drayson
07 Sep 2023
4 min read
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