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

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

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

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

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

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

Economics

Is the US economy running out of steam?

The rapid reopening of the US economy may have come at the expense of containing a new COVID-19 outbreak. That doesn’t bode well for growth’s long-term health, either.;
By Tim Drayson

Economics

Plenty of trouble, but no bubble

Could there be a bubble during a crisis?;
By Emiel van den Heiligenberg

Economics

The US election: setting the baseline

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

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