Economics

Dealing with recession risk
Economics

Dealing with recession risk

Everyone's thinking about it, but no one wants to say it: recession. Here's our analysis of...

By Lars KreckelTim Drayson

07 Apr 2022

3 min read

How inevitable is European recession?
Ben Bennett
Economics

How inevitable is European recession?

Given the ongoing geopolitical tensions, a sense of caution - not just over Europe but elsewhere ...
By Ben Bennett
11 Mar 2022
3 min read
Ukraine conflict: the macroeconomic impact
Tim Drayson
Economics

Ukraine conflict: the macroeconomic impact

In our fourth post in this series, we look at the questions that Russia's invasion raises for the...
By Tim Drayson
03 Mar 2022
3 min read
Ukraine conflict: the inflation dimension
Christopher Jeffery
Economics

Ukraine conflict: the inflation dimension

In the second post of our blog series, we look at how Russia's invasion of its neighbour might...
By Christopher Jeffery
01 Mar 2022
3 min read
Maximum employment
Economics

Maximum employment

The US Federal Reserve's (Fed's) hawkish pivot has gathered pace in recent weeks as inflation and...

By Tim Drayson

13 Jan 2022

3 min read

Omicronomics: the central bank response to the mutating virus
Christopher Jeffery
Economics

Omicronomics: the central bank response to the mutating virus

If investors were hoping for an early visit from Santa, they are likely to have been disappointed...
By Christopher Jeffery
17 Dec 2021
4 min read
Emerging markets: Still on the (electoral) clock - LGIM Blog
Matthew Rodger
Economics

Emerging markets: Still on the (electoral) clock - LGIM Blog

We believe that as coronavirus anxieties recede in emerging markets (EMs), upcoming electoral...
By Matthew Rodger
26 Nov 2021
3 min read
The Fed: Red light, green light
Tim Drayson
Economics

The Fed: Red light, green light

Some central banks are moving in response to the current inflation outbreak, while others are...
By Tim Drayson
11 Nov 2021
3 min read