Interest rates (123)

When could the ECB start cutting rates?
Markets and economics

When could the ECB start cutting rates?

Price pressures in Europe are easing, and the mood music suggests a policy shift is on the way.

By Simon BellAsset Allocation

12 Feb 2024

3 min read

When will UK rates start to fall?
James Carrick
Markets and economics

When will UK rates start to fall?

The bank's cautious messaging following its decision to keep rates at 5.25% suggests we may not s...
By James Carrick
05 Feb 2024
2 min read
Asymmetry in motion
Emiel van den Heiligenberg
Markets and economics

Asymmetry in motion

Ambiguous near-term economic conditions and heightened geopolitical risk make adaptability more...
By Emiel van den Heiligenberg
01 Feb 2024
4 min read
What lies ahead for DB schemes?
Investment strategy

What lies ahead for DB schemes?

In this outlook we set out key themes for the year ahead, including renewed focus on credit...
By Guy Whitby-SmithRobert Pace
10 Jan 2024
3 min read
Brave new world
Real assets

Brave new world

Higher rates may be supportive of debt returns, but debt servicing could become an issue.

By Robin Martin

05 Jan 2024

3 min read

Podcast: Rallies, Red Sea disruption and Taiwanese elections – Market Talk
LGIM
Markets and economics

Podcast: Rallies, Red Sea disruption and Taiwanese elections – Market Talk

In this first episode of Market Talk for 2024, Ben Bennett examines the extent to which bonds and...
By LGIM
04 Jan 2024
1 min read
Gold or broad commodity exposure: which is the better diversifier?
Investment strategy

Gold or broad commodity exposure: which is the better diversifier?

We've run the numbers to see how the two compare in terms of inflation hedging and offsetting...
By Aude MartinMichael Stewart
18 Dec 2023
3 min read
2023: the year of the acronym
Matthew Kemp
Markets and economics

2023: the year of the acronym

A member of our UK Wholesale Distribution team gives his thoughts on 2023, focusing on three...
By Matthew Kemp
18 Dec 2023
3 min read