New political paradigm (29)

Emerging markets: Still on the (electoral) clock - LGIM Blog
Economics

Emerging markets: Still on the (electoral) clock - LGIM Blog

We believe that as coronavirus anxieties recede in emerging markets (EMs), upcoming electoral...

By Matthew Rodger

26 Nov 2021

3 min read

CIO Outlook 2021: A fresh start
Sonja Laud
ESG and long term themes

CIO Outlook 2021: A fresh start

Despite the ongoing challenges, we see next year as a time for healing – for the economy,...
By Sonja Laud
01 Dec 2020
3 min read
Paradigm paused: expect calmer politics… for a while
Lars Kreckel
Economics

Paradigm paused: expect calmer politics… for a while

Does Joe Biden’s US election victory suggest that populism in politics is waning?  
By Lars Kreckel
26 Nov 2020
3 min read
US/China relations: have you heard about the two-thirds?
Christopher Teschmacher
Economics

US/China relations: have you heard about the two-thirds?

Antagonism with China is not a short-term feature of US politics; we believe it will influence...
By Christopher Teschmacher
25 Aug 2020
3 min read
Beware a political malaise
Investment strategy

Beware a political malaise

We may be dealing with the repercussions of the coronavirus for many years after the economic...

By Emiel van den Heiligenberg

12 Jun 2020

3 min read

From Trust to Dust
Lars Kreckel
ESG and long term themes

From Trust to Dust

A new survey of global trust in institutions reminds us that populism is here to stay, reinforcin...
By Lars Kreckel
30 Jan 2020
2 min read
A scent of tear gas in the air
Emiel van den Heiligenberg
Economics

A scent of tear gas in the air

I travelled to Santiago de Chile recently, staying close to Plaza Italia. This roundabout turned...
By Emiel van den Heiligenberg
10 Jan 2020
3 min read
Fiscal SPD bump
Lars Kreckel
Economics

Fiscal SPD bump

Despite hopes the SPD party leadership contest in Germany this weekend could lead to fiscal...
By Lars Kreckel
29 Nov 2019
2 min read