Matthew Rodger

Assistant Economist

Matthew Rodger
Matthew is an economist covering emerging markets. He uses countries’ historical experience, alongside fresh economic data and quantitative methods, to recognise new investment opportunities. Prior to joining LGIM, Matthew graduated with an MSc in Economics from the London School of Economics and worked in various economic research roles. When not studying EM economies, he is enjoys reading, hillwalking and skiing.

Other articles by Matthew Rodger

Artificial intelligence: building bits into brains
Matthew Rodger
ESG and long-term themes

Artificial intelligence: building bits into brains

Recent AI advances are remarkable, but can progress be sustained?
By Matthew Rodger
19 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
Friendshoring: the new not normal
Matthew Rodger
Markets and economics

Friendshoring: the new not normal

A fragmenting supply network will bring costs and benefits for rich and poor countries alike.
By Matthew Rodger
25 Jan 2024
3 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
Trump 2.0: spectre at the Thanksgiving feast
Matthew Rodger
Markets and economics

Trump 2.0: spectre at the Thanksgiving feast

The coming election is prompting investors to think about what a second Trump term would mean
By Matthew Rodger
04 Dec 2023
4 min read
Friendshoring: from buzzword to breakthrough
Matthew Rodger
Markets and economics

Friendshoring: from buzzword to breakthrough

Friendshoring is real, but we need to distinguish myth from reality.
By Matthew Rodger
29 Nov 2023
3 min read
Is China the next Japan?
Markets and economics

Is China the next Japan?

In the early 1990s Japan suffered a well-documented deflationary slump. With China now seeing...
By Matthew RodgerBen Bennett
23 Aug 2023
3 min read
US-China relations: parting clouds or eye of the storm?
Matthew Rodger
Markets and economics

US-China relations: parting clouds or eye of the storm?

US-China tensions could continue to give investors heartburn despite recent efforts to patch up t...
By Matthew Rodger
20 Jul 2023
3 min read

Authors from the same team (31)

James Carrick

James Carrick

James is a global economist with a knack for using analogies to explain economic concepts. He is ...
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Tim Drayson

Tim Drayson

Tim keeps a close watch on global economic developments, with a particular focus on the US. He...
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