Politics (109)

The American dream
Economics

The American dream

We believe the unanticipated surge in US immigration is helping to increase the chances of an...

By Tim Drayson

20 Mar 2024

4 min read

The year of the vote
Matthew Rodger
Markets and economics

The year of the vote

The year ahead brings elections for roughly two-fifths of the world's population and an equal sha...
By Matthew Rodger
15 Feb 2024
3 min read
Is the UK a spent force or a coiled spring?
Matthew Rodger
Markets and economics

Is the UK a spent force or a coiled spring?

Identifying the reasons for the UK's economic malaise is one thing. Fixing it without spending...
By Matthew Rodger
13 Feb 2024
3 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
The geopolitical ripple effect
ESG and long-term themes

The geopolitical ripple effect

We examine how geopolitics informs our thinking about long-term themes, focusing on cyber securit...

By Aanand Venkatramanan

09 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
Friendshoring: putting money where your mouth is
Matthew Rodger
Markets and economics

Friendshoring: putting money where your mouth is

Evidence for friendshoring is even stronger in investment flows than in goods trade.
By Matthew Rodger
03 Jan 2024
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