Oil (27)

What will the Bank of England do next?
Markets and economics

What will the Bank of England do next?

We examine whether fiscal stimulus would lead to higher interest rates, whether the Bank of Engla...

By John RoeHetal Mehta

09 Aug 2022

3 min read

Markets rally amid recession fears
Markets and economics

Markets rally amid recession fears

Maybe, just maybe, we have gone past peak pessimism and peak volatility for now. However, we...
By Emiel van den HeiligenbergTim Drayson
03 Aug 2022
3 min read
Japan versus global inflation
Markets and economics

Japan versus global inflation

Numerous factors are putting upward pressure on prices in Japan, and the yen is acting as an esca...
By Tim DraysonLars KreckelChristopher Jeffery
13 Jul 2022
3 min read
Pick of the pod: your monthly roundup from LGIM Talks
LGIM talks contributors
Markets and economics

Pick of the pod: your monthly roundup from LGIM Talks

In June, our investment podcast covered aggressive central banks, the default cycle, antimicrobia...
By LGIM talks contributors
04 Jul 2022
2 min read
Clean energy investment: building momentum
ESG and long term themes

Clean energy investment: building momentum

Newly released policy documents from the European Union highlight its dual focus on energy securi...

By Marija Simpraga

27 May 2022

3 min read

Geopolitical rupture in Europe: long-term investment implications
Sonja Laud
ESG and long term themes

Geopolitical rupture in Europe: long-term investment implications

We need to remain humble and nimble as we assess the changing investment landscape and seek to...
By Sonja Laud
19 May 2022
3 min read
Can emerging markets withstand a stronger dollar?
Erik Lueth
Markets and economics

Can emerging markets withstand a stronger dollar?

The taper tantrum of 2013 showed how sensitive emerging markets (EMs) were to higher US rates, bu...
By Erik Lueth
05 May 2022
3 min read
Double whammy: European power and carbon prices
Lan Wu
Commodities

Double whammy: European power and carbon prices

Soaring power and carbon prices are affecting European corporates, with significant implications...
By Lan Wu
31 Mar 2022
3 min read