Recovery (60)

Pinning the tail on the donkey
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

New year resolutions of an economist
Tim Drayson
Economics

New year resolutions of an economist

I was wrong about a US recession last year and while some of the risks are receding, the market i...
By Tim Drayson
03 Jan 2024
3 min read
Revising up UK GDP: What are the implications?
Economics

Revising up UK GDP: What are the implications?

Recent updates to historic data imply the UK's economic rebound following the COVID-19 pandemic w...
By James CarrickChristopher Jeffery
11 Sep 2023
3 min read
How behavioural bias skews investment decisions
Matthew Kemp
Investment strategy

How behavioural bias skews investment decisions

Here are five behavioural biases that I've seen time and again. The question is: how can investor...
By Matthew Kemp
01 Feb 2023
3 min read
Will COVID cut short China's economic rebound?
Economics

Will COVID cut short China's economic rebound?

In this blog, we explore the implications of the Omicron variant of COVID-19 for our positions in...

By Matthew Rodger

28 Jan 2022

3 min read

2022 outlook: Turning point
Sonja Laud
Investment strategy

2022 outlook: Turning point

Expect profound changes in 2022 and beyond that will create both risks and opportunities for...
By Sonja Laud
10 Dec 2021
3 min read
Omicron and the lessons of pandemics past
Investment strategy

Omicron and the lessons of pandemics past

Evidence from the Russian and Spanish flus may shine a light on the trajectory of the pandemic an...
By Simon BellChristopher Jeffery
10 Dec 2021
3 min read
Omicron and markets: what we are watching
LGIM
Investment strategy

Omicron and markets: what we are watching

We will be focusing on three key questions around the spread of a new variant of COVID-19.  
By LGIM
29 Nov 2021
2 min read