Europe (110)

Look for the signs
Fixed income

Look for the signs

A significant increase in debt issuance, and therefore the growth of a particular sector, can oft...

By Marc RoversConnor Olvany

20 Feb 2024

3 min read

Podcast: How we’re preparing for 2024
LGIM
Markets and economics

Podcast: How we’re preparing for 2024

We discuss what we've learnt from yet another extraordinary year for investors - and how we're...
By LGIM
14 Dec 2023
1 min read
Countdown to 2024
Markets and economics

Countdown to 2024

As we optimistically set our new year's resolutions, our attention has turned to what's next. Her...
By Isabella HughesRebecca Burgess
13 Dec 2023
4 min read
What next? Skirting risks, harvesting yields
Sonja Laud
ESG and long-term themes

What next? Skirting risks, harvesting yields

As inflation and growth dynamics vie with political risk for investor attention next year, we...
By Sonja Laud
07 Dec 2023
3 min read
Down but not out: the ECB and the euro corporate bond market
Fixed income

Down but not out: the ECB and the euro corporate bond market

How significant could the ECB's winding down of its euro corporate bond purchases be on the overa...

By Kristian Drew

27 Oct 2023

3 min read

Chart of the month: Europe’s LNG binge and the dangers of partial analysis
Christopher Jeffery
Markets and economics

Chart of the month: Europe’s LNG binge and the dangers of partial analysis

The speed with which Europe pivoted to LNG following Russia's invasion of Ukraine took many - us...
By Christopher Jeffery
01 Aug 2023
1 min read
Why manufacturing malaise matters
James Carrick
Economics

Why manufacturing malaise matters

Manufacturing weakness should not be ignored. Although it accounts for just 17% of advanced-econo...
By James Carrick
27 Jun 2023
3 min read
Podcast: US tightening, China easing – Market Talk
LGIM
Markets and economics

Podcast: US tightening, China easing – Market Talk

Why is the US having to withdraw liquidity from the system? And why have the Chinese authorities...
By LGIM
06 Jun 2023
1 min read