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

Going backwards to go forwards

What can reversing our usual analytical process tell us about where we are in the economic cycle?  
By Francis Chua

Economics

How long will fiscal stimulus last?

Markets are becoming increasingly optimistic about fiscal spending, but we are sceptical that this can continue indefinitely. The US midterm elections may draw out fiscal hawks.  ;
By Emiel van den Heiligenberg

Economics

Return of the mac

Rate hikes aren’t the only tool at central bankers’ disposal. Should investors also prepare themselves for more macroprudential policies?  ;
By John Roe

Economics

Standing up data through alternative sources

Unconventional datasets can help us challenge conventional thinking about economic and market trends.;
By John Roe

Economics

We need to talk about inflation

The first inflation test is fast approaching. The economy and the Fed’s new framework should pass, but next year could be much more challenging.  ;
By Tim Drayson

Economics

The 1.9 trillion dollar question

The S&P 500 index is roughly flat over the past month. Does this imply that not much has changed in that time? Far from it!  ;
By Lars Kreckel

Economics

UK Budget: spend now, pay later

The Chancellor has delivered more fiscal stimulus, which should sustain the economy through the re-opening, but the ultimate path back to discipline may rely more on tax increases than spending cuts.  ;
By Hetal Mehta

Economics

Yield indictment: three perspectives on last week’s bond action

The Asset Allocation team tackles challenges collaboratively, starting with our economists’ analysis, followed by our strategists’ interpretation, and finally the portfolio managers’ view. In this blog, we look at recent movements in bond yields.
By Christopher Teschmacher

Economics

Inflation: money and the new supply-side economics

It’s not an imminent concern, but eventually central banks may be surprised by how much they have to do to control inflation.  
By Alex Mack

Economics

US economic expansion: resumed or reset?

The pandemic has helped reset the US economic cycle, but perhaps not as completely as expected. Here, we examine our recession indicators to see how quickly the cycle is progressing.  ;
By Tim Drayson

Economics

The Bank of England and negative rates: will it all end in tiers?

Not the tiers we’ve all endured with lockdown, but rather the ones central banks like to use to help offset any unwelcome adverse effects on the banking sector from negative rates.  ;
By Hetal Mehta

Economics

Too hot to handle?

Amid the current COVID-19 gloom, conditions are building for recovery. But is it possible that policymakers end up stoking growth too much?  ;
By Tim Drayson

Economics

Taper tantrum II

I discuss when the Fed might begin tapering on CNBC.  ;
By Tim Drayson

Economics

Economic scarring or cosmetic surgery?

Economic wounds – like those to our skin – tend to result in persistent scarring. Unprecedented policy support is limiting scarring effects. But if structural change has been accelerated, governments may need to maintain policy support for longer.  ;
By James Carrick

Economics

The turmoil in Washington and Joe Biden’s first 100 days

After Trump loyalists stormed the US Capitol building, we discuss the president elect’s near-term priorities, from the pandemic to national unity. ;
By Lars Kreckel

Economics

Brexit: What the EU trade deal means for the UK economy

From negative rates to political risk, we discuss how the trade pact, agreed last week, might shape the UK economic and policy outlook.  ;
By Hetal Mehta

Sign up for email alerts

Latest articles in a weekly digest

Please select your location

Europe

North America

Asia

Please select your investor type

Please select your investor type