Disclaimer: Views in this blog do not promote, and are not directly connected to any Legal & General Investment Management (LGIM) product or service. Views are from a range of LGIM investment professionals and do not necessarily reflect the views of LGIM. For investment professionals only.

Markets and economics

Economics

US/China relations: have you heard about the two-thirds?

Antagonism with China is not a short-term feature of US politics; we believe it will influence markets long after the Trump presidency.  
By Christopher Teschmacher

Economics

Escaping lockdown: revisiting the economic scenarios

A lot has changed in the month since we set out our thoughts on what comes next for the global economy. The range of outcomes has narrowed a little, but there remains huge uncertainty about the virus, the speed of recovery, the lasting damage to output, and inflation implications.  ;
By Tim Drayson

Economics

COVID-19: markets are overly sanguine

I recently discussed on Bloomberg why we think the market is placing too much confidence in when economies can reopen and to what degree.;
By John Roe

Economics

The global economy waits for a growth injection from a vaccine

We now expect continued, but much slower, economic growth over the next six months – followed by a renewed pickup after vaccines become widespread next year.  ;
By Tim Drayson

Fixed income

Fixed income outlook: taking stock

An update of our views and our insights into global fixed income markets. ;
By Colin Reedie

Economics

Fiscal failure versus electoral economics

Following President Trump’s executive actions, a substantial deal on US economic relief is expected relatively soon, but the risk of a large negative shock remains if the situation is not resolved.  ;
By Tim Drayson

Equities

Is US tech concentration a House of Cards?

Exploring the unintended consequences of the concentration conundrum on diversification via global equity indices.  ;
By Joseph Firth

Currency

A spoonful of sterling...

The pound weakened versus major rivals in the first half of the year, presenting us with an opportunity to look again at the idiosyncratic factors that affect its performance – and the role of foreign-currency risk in multi-asset portfolios with sterling as a base currency.  
By Willem Klijnstra

Economics

COVID-19: could Europe follow Asia in experiencing new waves?

It is possible that the virus is kept under control in Europe, but we need to prepare for the possibility that the infection spikes evident in some parts of Asia occur in Europe too.  
By James Carrick

Economics

Is China sticking to the trade deal with the US?

Agricultural imports provide an important insight into whether China is committed to the deal.  ;
By Magdalena Polan

Equities

Is it finally the time for value to shine?

Value stocks may be facing a ‘now or never’ moment.  ;
By Lars Kreckel

Economics

The IMF: transmission impossible?

The International Monetary Fund (IMF) is considering letting its anti-intervention orthodoxy crumble to allow countries to control capital flows and exchange rates.  ;
By Magdalena Polan

Commodities

Gold: fading the metal’s shine

Gold has rallied strongly this year as a safe-haven asset, but its elevated price may now pose a risk for investors chasing its performance.  ;
By Willem Klijnstra

Fixed income

Who wants credit after the rally?

The rally in US corporate bonds presents an interesting trade for investors wary of elevated valuations in risk assets.  ;
By Tim Armitage

Economics

What are the challenges to agreeing the European Recovery fund?

I discuss the European Recovery fund and the potential compromises being made in this CNBC interview.  ;
By Hetal Mehta

Equities

Running with the bulls

Today should have been the end of the traditional ‘Running of the Bulls’ in Pamplona, but the festival was cancelled. Can we expect other bull markets to keep running?  ;
By Christopher Jeffery

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