Economics

Ukraine: Protracted war, economic turmoil
Economics

Ukraine: Protracted war, economic turmoil

The war in Ukraine will impact geopolitical risks and commodity prices for as long as it continue...

By Matthew Rodger

24 Jun 2022

4 min read

US rates: Beyond neutral
Tim Drayson
Economics

US rates: Beyond neutral

Markets are embracing a faster pace of Federal Reserve (Fed) hikes, but we believe the unique US...
By Tim Drayson
28 Mar 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
Will COVID cut short China's economic rebound?
Economics

Will COVID cut short China's economic rebound?

In this blog, we explore the implications of the Omicron variant of COVID-19 for our positions in...

By Matthew Rodger

28 Jan 2022

3 min read

Maximum employment
Tim Drayson
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