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.

Economics

Economics

Paradigm paused: expect calmer politics… for a while

Does Joe Biden’s US election victory suggest that populism in politics is waning?  
By Lars Kreckel

Economics

Emerging markets: inflation ahoy?

The rapid expansion of local-currency public debt levels this year has increased the incentives for some emerging markets to seek higher inflation. Will they, and can they?  ;
By Magdalena Polan

Economics

Could a lighter lockdown contain COVID-19?

Some European countries appear to have controlled their latest COVID-19 waves without the most stringent restrictions on their economies.  ;
By James Carrick

Economics

COVID-19: learning from the southern hemisphere’s flu season

Current social restrictions may not yet be sufficient to suppress COVID-19 in Europe and the US, but the lack of influenza cases in the southern hemisphere this winter suggests restrictions should be strong enough to quell the less-infectious winter ‘flu’ – meaning hospitals have more capacity than previously feared.  ;
By James Carrick

Economics

Daylight savings, currency co-ordination and the liquidity trap

The nights are drawing in, and the outlook for Europe may also be darkening.  ;
By Christopher Jeffery

Economics

China: seven things investors should know

From dealing with COVID-19 to the long-term economic prospects for its economy, we believe China is proving remarkably resilient.  ;
By Erik Lueth

Economics

Anyone planning a Christmas party?

We could see a double dip in restaurant sales in the Northern hemisphere heading into winter, which could contribute to the ‘V-shaped’ recovery becoming more ‘square-root’ shaped before growth improves again in the spring alongside progress on vaccine distribution.  ;
By Tim Drayson

Economics

The US election: the final stretch

The presidential election is just four weeks away. What should investors expect?  
By Lars Kreckel

Economics

Withdrawal disagreement: the Brexit saga continues

Recent Brexit news is neither surprising nor likely to be the end of this story.  
By Hetal Mehta

Economics

The Fed’s never-lending story

The risks of the US economy stalling in the fourth quarter have risen as fiscal negotiations falter and a Fed programme to help small businesses stumbles.  ;
By Tim Drayson

Economics

Pandemics, belief scarring and the Fed

The annual Jackson Hole economic symposium can lay the intellectual foundations for thinking at the US central bank. From the event, I review a potentially influential paper on economic scarring.;
By Tim Drayson

Economics

Spain’s second wave: how worried should we be?

Increased testing indicates we’re earlier in the cycle than caseload numbers alone suggest. But there’s no evidence the virus is being isolated within more resilient, younger cohorts.  ;
By James Carrick

Economics

The great inflation debate

Will virus-related stimulus and the Federal Reserve’s higher inflation target finally cause an inflation overshoot in the coming years?  ;
By John Roe

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

For trucks’ sake: Brexit and the outlook for UK assets

How have Brexit and the post-virus economic contraction affected the prospects for UK asset prices?  ;
By Hetal Mehta

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

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