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

The US election: setting the baseline

The presidential election is just four months away. What should investors expect?  
By Lars Kreckel

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

COVID-19: markets are overly sanguine

I recently discussed on Bloomberg why we think the market is placing too much confidence in when economies can reopen and to what degree.;
By John Roe

Economics

Credit in China: a stress test you couldn’t have imagined

What has the crisis meant for debt levels in China?  ;
By Erik Lueth

Fixed income

The Bank of England and the gilt market: more is less, more or less

We believe investors will have to pay much more attention to fiscal policy risks in the future.  ;
By Christopher Jeffery

Equities

Cyclical or not, market leadership matters most

Investors can debate the merits of equity styles and factors, but ultimately we believe market leadership matters more.  ;
By Matthew Courtnell

Economics

Wave frequency: is America’s ‘second wave’ due to more COVID-19 tests?

Our analysis finds the coronavirus is becoming more prevalent in several major states that are nevertheless continuing to ease their lockdowns.  ;
By James Carrick

Fixed income

The Fed’s pivot

I discuss the implications of the Federal Reserve’s stance on interest rates with CNBC.  
By Christopher Jeffery

Economics

The ECB fires yet another bazooka

We expect the European Central Bank’s policy settings to remain unchanged this year, but the risks are skewed towards further easing given a weak inflation profile.  
By Hetal Mehta

Economics

Grant expectations: what the EU recovery fund signals

Some may be underwhelmed by the details, but the fund represents a significant development for the longer term, with important implications for ‘peripheral’ risk.  ;
By Hetal Mehta

Economics

Special situations: the US, China, and Hong Kong

What happens if the US withdraws Hong Kong’s special status?  ;
By Erik Lueth

Equities

Companies in crisis: finding opportunities in volatile times

Amid COVID-19 and the economic shutdown, the outlook for global companies has been uncertain, leaving many investors unsure which companies will emerge as the winners and losers in the long term.  ;
By Nigel Masding

Economics

Italy: the mountain and the pebble

I discuss Italy and the ECB on CNBC.  ;
By Christopher Jeffery

Economics

On your masks: a vital tool in the race to re-open economies

If economies are to re-open without creating a second wave of COVID-19, we should not let our masks slip.  ;
By James Carrick

Economics

The disunited states risk a second wave of COVID-19

The evidence suggests that some states in the US are easing their lockdowns before they have passed peak coronavirus levels.  ;
By James Carrick

Fixed income

Fixed income’s balancing act

Bond investors must weigh the current market interventions by central banks alongside the longer-term outlook for the economy.  ;
By Colin Reedie

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