Markets and economics

Podcast: Corporate America, China stimulus and cricket – Market Talk
Markets and economics

Podcast: Corporate America, China stimulus and cricket – Market Talk

Given a slew of decent US corporate results, Ben Bennett, Investment Strategist, APAC, wonders if...

By LGIM

22 Feb 2024

1 min read

Look for the signs
Fixed income

Look for the signs

A significant increase in debt issuance, and therefore the growth of a particular sector, can oft...
By Marc RoversConnor Olvany
20 Feb 2024
3 min read
Pinning the tail on the donkey
Tim Drayson
Economics

Pinning the tail on the donkey

The output gap is one of the most important concepts for macro investors. Unfortunately, it is ve...
By Tim Drayson
19 Feb 2024
3 min read
Podcast: Fixed income in focus
Fixed income

Podcast: Fixed income in focus

In the first of our new series of active fixed income podcasts on LGIM Talks, we chat to Mat Rees...
By LGIMActive Fixed Income
16 Feb 2024
1 min read
Is the UK a spent force or a coiled spring?
Markets and economics

Is the UK a spent force or a coiled spring?

Identifying the reasons for the UK's economic malaise is one thing. Fixing it without spending...

By Matthew Rodger

13 Feb 2024

3 min read

When could the ECB start cutting rates?
Markets and economics

When could the ECB start cutting rates?

Price pressures in Europe are easing, and the mood music suggests a policy shift is on the way.
By Simon BellAsset Allocation
12 Feb 2024
3 min read
Inflation – out of the woods yet?
Colin Reedie
Markets and economics

Inflation – out of the woods yet?

Having fleetingly believed that inflation was yesterday's problem, should fixed-income investors ...
By Colin Reedie
08 Feb 2024
3 min read
Thinking the unthinkable
Willem Klijnstra
Markets and economics

Thinking the unthinkable

Should we be happy with inflation falling towards central bank targets, or does it just reignite...
By Willem Klijnstra
06 Feb 2024
2 min read