Growth (68)

UK budget – no surprises and no alarms
Markets and economics

UK budget – no surprises and no alarms

We believe the budget could support growth and reduce headline inflation this year, with the...

By James Carrick

07 Mar 2024

4 min read

Pinning the tail on the donkey
Tim Drayson
Economics

Pinning the tail on the donkey

The output gap is one of the most important concepts for macro investors. Unfortunately, it is ve...
By Tim Drayson
19 Feb 2024
3 min read
Chart of the month: Was the pandemic uniquely hard to anticipate?
Christopher Jeffery
Investment strategy

Chart of the month: Was the pandemic uniquely hard to anticipate?

'Prepare, don't predict' is a mantra you will have heard repeatedly from LGIM's macro team. We...
By Christopher Jeffery
09 Feb 2024
2 min read
How OpenAI added a splash of colour to the Beige Book
Rameet Gulsin
Economics

How OpenAI added a splash of colour to the Beige Book

Artificial intelligence (AI) offers wide-ranging potential for efficiency gains for economists,...
By Rameet Gulsin
25 Oct 2023
3 min read
We are never ever getting back together
Economics

We are never ever getting back together

Excitement around a US soft landing continues to build, yet we think some of the positive news on...

By Tim Drayson

07 Sep 2023

4 min read

Chart of the month: A surge in US manufacturing investment
Tim Drayson
Markets and economics

Chart of the month: A surge in US manufacturing investment

US manufacturing investment has risen sharply in recent quarters, with a focus on domestic...
By Tim Drayson
01 Sep 2023
1 min read
Hangin’ tough: a long-term look at EM fundamentals
Matthew Rodger
Economics

Hangin’ tough: a long-term look at EM fundamentals

As a whole, major emerging markets (EMs) have become more resilient since the crises of the 1980s...
By Matthew Rodger
29 Jun 2023
3 min read
Why manufacturing malaise matters
James Carrick
Economics

Why manufacturing malaise matters

Manufacturing weakness should not be ignored. Although it accounts for just 17% of advanced-econo...
By James Carrick
27 Jun 2023
3 min read