Economics

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

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
Is China sitting on a property bubble?
Economics

Is China sitting on a property bubble?

Evergrande’s problems have placed the Chinese property sector front and centre of investors’ mind...

By Erik Lueth

29 Oct 2021

4 min read

How sensitive is the US to higher rates?
Tim Drayson
Economics

How sensitive is the US to higher rates?

The surprise for markets may be less around the timing of the Fed’s lift-off, and more the...
By Tim Drayson
22 Oct 2021
4 min read
UK furlough fears fading
James Carrick
Economics

UK furlough fears fading

The UK’s furlough scheme has now ended. There’s still no sign of labour-market stress in Google...
By James Carrick
14 Oct 2021
3 min read
Economic outlook: Global growth and green stimulus
Tim Drayson
Economics

Economic outlook: Global growth and green stimulus

COVID-19 concerns make a synchronised global boom into the year-end unlikely, while the financing...
By Tim Drayson
22 Sep 2021
3 min read