Markets and economics

Podcast: Strong equities, supportive credit, currency vol – Market Talk
Markets and economics

Podcast: Strong equities, supportive credit, currency vol – Market Talk

As we head towards the end of the first quarter, what are the reasons behind equity and credit...

By LGIM

28 Mar 2024

1 min read

BoE gets closer to cutting rates
James Carrick
Markets and economics

BoE gets closer to cutting rates

A surprisingly dovish vote suggests the Bank of England will begin its interest-rate descent soon...
By James Carrick
25 Mar 2024
3 min read
Podcast: Fixed income in focus: emerging market debt
Fixed income

Podcast: Fixed income in focus: emerging market debt

In light of a solid macroeconomic backdrop for emerging markets (EM), and a benign currency...
By LGIMActive Fixed Income
25 Mar 2024
1 min read
The American dream
Tim Drayson
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
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

What does the Bank of England have in common with Roman priests?
Christopher Jeffery
Economics

What does the Bank of England have in common with Roman priests?

Forecasting future inflation is exceptionally difficult, but the process can still be useful to t...
By Christopher Jeffery
13 Mar 2024
4 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