Markets and economics

Moving on up: is another ‘goldilocks’ year in store for high yield?
Fixed income

Moving on up: is another ‘goldilocks’ year in store for high yield?

Many investors thought 2023 would be a year of defaults and credit pressure. As it turns out, las...

By Martin ReevesSophia Hunt

18 Mar 2024

2 min read

UK budget – no surprises and no alarms
James Carrick
Markets and economics

UK budget – no surprises and no alarms

We believe the budget could support growth and reduce headline inflation this year, with the...
By James Carrick
07 Mar 2024
4 min read
Podcast: An alphabet of acronyms – Market Talk
LGIM
Markets and economics

Podcast: An alphabet of acronyms – Market Talk

PCE, CPI and PPI: all forms of measuring inflation and all likely to shape current thinking by th...
By LGIM
07 Mar 2024
1 min read
Chart of the month: The roulette of rate cuts
Christopher Jeffery
Markets and economics

Chart of the month: The roulette of rate cuts

What is the options market saying about the probability of the Fed not cutting rates this year?
By Christopher Jeffery
06 Mar 2024
1 min read
All quarters are equal, but some are more equal than others
Markets and economics

All quarters are equal, but some are more equal than others

What do Nobel Prize-winning physicist Niels Bohr and baseball player Yogi Berra have in common?...

By Christopher Jeffery

28 Feb 2024

2 min read

Will the rates rally continue?
Christopher Jeffery
Fixed income

Will the rates rally continue?

Global government bonds delivered modestly positive returns in 2023 after two consecutive down...
By Christopher Jeffery
26 Feb 2024
2 min read
Podcast: Corporate America, China stimulus and cricket – Market Talk
LGIM
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
Mind the grey swans
Chris Franklin
Markets and economics

Mind the grey swans

Rather than worrying about unpredictable possibilities, we focus our energy on events whose...
By Chris Franklin
20 Feb 2024
5 min read