Interest rates (91)

Podcast: Banks, bondholders and the macro outlook
Markets and economics

Podcast: Banks, bondholders and the macro outlook

We provide a summary of our second live webinar on the latest developments in the banking sector,...

By LGIM

21 Mar 2023

1 min read

Podcast: Banking sector stress – what do investors need to know?
LGIM
Markets and economics

Podcast: Banking sector stress – what do investors need to know?

We've held a special live webinar with our clients to discuss the pressure on the global banking...
By LGIM
17 Mar 2023
1 min read
European banks: in the spotlight
Dan Lustig
Markets and economics

European banks: in the spotlight

As the banking drama continues to unfold, the latest focus of attention has now shifted to Credit...
By Dan Lustig
16 Mar 2023
2 min read
Europe’s one-two punch
James Carrick
Economics

Europe’s one-two punch

Consensus is revising up European growth forecasts on cheaper energy but likely underestimating t...
By James Carrick
10 Mar 2023
3 min read
Market Talk podcast: making sense of mixed signals
Markets and economics

Market Talk podcast: making sense of mixed signals

Ben Bennett examines the complex picture being painted by US economic data, optimism on China and...

By LGIM

17 Feb 2023

1 min read

False signals or false dawns?
Tim Drayson
Markets and economics

False signals or false dawns?

Recent US GDP data have bolstered the case for an economic soft landing, but survey figures sugge...
By Tim Drayson
27 Jan 2023
3 min read
When will central banks cease tightening?
Markets and economics

When will central banks cease tightening?

Markets suggest the US has almost reached an inflection point, while the UK and Europe have furth...
By Tim DraysonJames Carrick
24 Jan 2023
3 min read
Just keep swimming: what we’ve learnt from Q4 earnings
Lars Kreckel
Investment strategy

Just keep swimming: what we’ve learnt from Q4 earnings

Company outlooks point to trouble ahead, but don't expect sharp cuts to analyst forecasts until t...
By Lars Kreckel
20 Jan 2023
2 min read