Markets and economics

Podcast: Banks, bondholders and the macro outlook
Markets and economics

Podcast: Banks, bondholders and the macro outlook

We provide a summary of our second live webinar on the latest developments in the banking sector,...

By LGIM

21 Mar 2023

1 min read

Podcast: Banking sector stress – what do investors need to know?
LGIM
Markets and economics

Podcast: Banking sector stress – what do investors need to know?

We've held a special live webinar with our clients to discuss the pressure on the global banking...
By LGIM
17 Mar 2023
1 min read
European banks: in the spotlight
Dan Lustig
Markets and economics

European banks: in the spotlight

As the banking drama continues to unfold, the latest focus of attention has now shifted to Credit...
By Dan Lustig
16 Mar 2023
2 min read
The Late Late Show
Tim Drayson
Markets and economics

The Late Late Show

Recent events suggest this cycle is approaching its denouement, even if it remains uncertain how...
By Tim Drayson
16 Mar 2023
3 min read
Potential growth, potential problems: how do the UK’s public finances stack up?
Economics

Potential growth, potential problems: how do the UK’s public finances stack up?

As Chancellor Jeremy Hunt prepares to deliver his first full budget, we take stock of the issues ...

By Hetal MehtaMitul Patel

10 Mar 2023

5 min read

Europe’s one-two punch
James Carrick
Economics

Europe’s one-two punch

Consensus is revising up European growth forecasts on cheaper energy but likely underestimating t...
By James Carrick
10 Mar 2023
3 min read
Podcast: Curve inversion, credit and China
LGIM
Markets and economics

Podcast: Curve inversion, credit and China

Just when investors thought inflation was under control, short-dated bond yields are on the rise...
By LGIM
09 Mar 2023
1 min read
After February’s purge, will markets surge?
Christopher Jeffery
Markets and economics

After February’s purge, will markets surge?

Risk assets repriced last month on higher policy rates expectations. But did the decline capture...
By Christopher Jeffery
08 Mar 2023
3 min read