Americas (13)

Friendshoring: the new not normal
Markets and economics

Friendshoring: the new not normal

A fragmenting supply network will bring costs and benefits for rich and poor countries alike.

By Matthew Rodger

25 Jan 2024

3 min read

The political winds of change in Latin America
Erik Lueth
Economics

The political winds of change in Latin America

We believe a broad move to hard-left politics in Latin America requires a more selective investme...
By Erik Lueth
23 Jun 2021
3 min read
US authorities: The post-pandemic playbook
John Roe
Economics

US authorities: The post-pandemic playbook

The US authorities will need a careful fiscal and monetary policy mix alongside macroprudential...
By John Roe
13 Apr 2021
5 min read
Don't fight the Fed
Christopher Jeffery
Economics

Don't fight the Fed

The fiscal and monetary response to the COVID-19 pandemic has been fast and furious. Nowhere has...
By Christopher Jeffery
31 Mar 2020
4 min read
A look into market volatility compared to history
Equities

A look into market volatility compared to history

US equities saw an increasing number of sharp reversals in performance last year, but we caution...

By LGIM

23 Apr 2019

4 min read

Consumer of last resort
Tim Drayson
Economics

Consumer of last resort

Amid all the global economic and  market uncertainty , conviction about the macro outlook is low....
By Tim Drayson
06 Feb 2019
3 min read
Argentina: in economic quicksand
LGIM
Economics

Argentina: in economic quicksand

Last year's market darling, Argentina, now finds itself in a vicious cycle of a weakening currenc...
By LGIM
18 Sep 2018
5 min read
Horchata
LGIM
Economics

Horchata

In a raging bull market there is always the temptation to buy the laggards in the hope of juicy...
By LGIM
15 Mar 2018
3 min read