Developed Markets (31)

Blog on the pod: liquidity, cycles and bubbles
Markets and economics

Blog on the pod: liquidity, cycles and bubbles

Why is illiquidity still a feature in markets? And how does that affect the views of the Asset...

By Emiel van den Heiligenberg

28 Oct 2022

1 min read

Fiscal largesse and UK market volatility: implications for investors
Markets and economics

Fiscal largesse and UK market volatility: implications for investors

Against a background of turbulence in UK markets, we look at the outlook for monetary policy,...
By Hetal MehtaMark BensteadChristopher Teschmacher
27 Sep 2022
4 min read
What my clients are doing about inflation
Matthew Kemp
Investment strategy

What my clients are doing about inflation

Investing theory is one thing, but human behaviour is quite another. A senior sales manager share...
By Matthew Kemp
22 Sep 2022
3 min read
Take a hike: what will central banks do next?
Markets and economics

Take a hike: what will central banks do next?

We assess the chances of a pause in the rate-hiking cycle in the months ahead, and whether the...
By Tim DraysonWillem Klijnstra
26 Jul 2022
3 min read
Japan versus global inflation
Markets and economics

Japan versus global inflation

Numerous factors are putting upward pressure on prices in Japan, and the yen is acting as an esca...

By Tim DraysonLars KreckelChristopher Jeffery

13 Jul 2022

3 min read

What dendrograms and clustering algorithms can tell us about equity markets
Patrick Greene
Investment strategy

What dendrograms and clustering algorithms can tell us about equity markets

Much like a family tree shows how closely related family members are, a dendrogram can reveal the...
By Patrick Greene
12 Jul 2022
3 min read
Cost of living crisis: what it means for essential spending
Markets and economics

Cost of living crisis: what it means for essential spending

As consumers feel the pinch amid the highest rates of inflation for decades, LGIM's Consumer Glob...
By Ilana ElbimKenneth Michalec
11 Jul 2022
4 min read
Boris resigns, but markets benign
Christopher Jeffery
Markets and economics

Boris resigns, but markets benign

Markets hate uncertainty, we're often told. So why did they remain unmoved amid the political...
By Christopher Jeffery
08 Jul 2022
3 min read