Disclaimer: Views in this blog do not promote, and are not directly connected to any Legal & General Investment Management (LGIM) product or service. Views are from a range of LGIM investment professionals and do not necessarily reflect the views of LGIM. For investment professionals only.
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Europe

Fixed income

PEPP Talk

While the short-term benefits of the pandemic emergency purchase programme (PEPP) are obvious, we question its longer-term implications.  
By Firat Bayraktar

Equities

Value: finding fault

Just as we cannot predict when earthquakes will strike, we cannot say when the market will turn in favour of the value style. But the longer the pressure builds, the more forceful the results.  ;
By David Jackson

Economics

Daylight savings, currency co-ordination and the liquidity trap

The nights are drawing in, and the outlook for Europe may also be darkening.  ;
By Christopher Jeffery

Economics

What are the challenges to agreeing the European Recovery fund?

I discuss the European Recovery fund and the potential compromises being made in this CNBC interview.  ;
By Hetal Mehta

Economics

The ECB fires yet another bazooka

We expect the European Central Bank’s policy settings to remain unchanged this year, but the risks are skewed towards further easing given a weak inflation profile.  ;
By Hetal Mehta

Economics

Grant expectations: what the EU recovery fund signals

Some may be underwhelmed by the details, but the fund represents a significant development for the longer term, with important implications for ‘peripheral’ risk.  ;
By Hetal Mehta

Economics

Italy: the mountain and the pebble

I discuss Italy and the ECB on CNBC.  ;
By Christopher Jeffery

Economics

When might the economy re-open?

Progress in Hubei province implies that there is a potential timeline for lifting economic restrictions in Europe.  ;
By Erik Lueth

Economics

Lagarde needs fiscal fuel to meet ECB inflation target

Mario Draghi delivered many things, but inflation was not among them. Will anything change for the next European Central Bank president?;
By John Roe

Fixed income

Haters gonna hate (bunds)

Could German government bonds present an opportunity for contrarians?;
By John Roe

Economics

ECB succession: the race to replace Mario Draghi

Forget the debates about nationality – the next ECB chief’s most important quality will be their ability to keep the show on the road in the next crisis.;
By Hetal Mehta

ESG and long-term themes

Europe's migration nations

Without immigration, Europe's population is set to decline by around 10% over the next three decades. Japan's experience serves as a warning about the difficulties of managing public finances and expanding corporate revenues against that backdrop. So is Europe's situation sustainable?;
By Christopher Jeffery

Equities

European equities: Time for a late tee-off?

Although this year’s Ryder cup has been and gone, it highlighted that Europe is more than capable of outperforming the USA. Equity markets have not yet seen the same results, but could now be the time for a swing in momentum?;
By Joseph Firth

Economics

A shift to the right?

The rise of populism is driving a new political paradigm. But what does this mean for markets? Could more volatility and higher risk premia across asset classes be round the corner?;
By Emiel van den Heiligenberg

Economics

A wave of populism

Following the surprise Brexit vote and election of Trump, what is in store for Europe? Here are my highlights from the Outlook for Europe Masterclass with Robert Peston on AssetTV.;
By Hetal Mehta

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