Late cycle (77)

Podcast: Corporate America, China stimulus and cricket – Market Talk
Markets and economics

Podcast: Corporate America, China stimulus and cricket – Market Talk

Given a slew of decent US corporate results, Ben Bennett, Investment Strategist, APAC, wonders if...

By LGIM

22 Feb 2024

1 min read

Will the magnificent seven ride again?
Investment strategy

Will the magnificent seven ride again?

A huge proportion of US equity performance last year was driven by only seven stocks. Can this...
By Ewan BowerbankRobert White
22 Jan 2024
4 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
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
Podcast: What do ‘higher for longer’ rates mean for markets?
Markets and economics

Podcast: What do ‘higher for longer’ rates mean for markets?

In our latest CIO call, we look at how the latest spate of central bank of decisions and commenta...

By LGIM

28 Sep 2023

1 min read

Where is the US recession?
Tim Drayson
Economics

Where is the US recession?

It's the third quarter and still no recession. Has it been postponed or averted?
By Tim Drayson
31 Jul 2023
3 min read
US bankruptcy surge fuels recession fears
Markets and economics

US bankruptcy surge fuels recession fears

A leading indicator suggests US corporates are already struggling under the weight of higher rate...
By James CarrickRameet Gulsin
18 Jul 2023
3 min read
Podcast: Inflation prints, fiscal rules and the G20
LGIM
Markets and economics

Podcast: Inflation prints, fiscal rules and the G20

In this episode of Market Talk, Chris Jeffery, Head of Rates and Inflation Strategy, wonders if t...
By LGIM
14 Jul 2023
1 min read