There are 87 item(s) tagged with the keyword "LGIM".
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With geopolitical uncertainty, persistently above-target global inflation and low growth weighing on many countries, 2025 is likely to be another turbulent year. However, the new year brings new challenges; one of the most pressing being the potential impact of US President Trump’s trade, fiscal and immigration policies on global markets.
Adding multi-faceted, flexible fixed income sectors into the bond portion of a multi-asset portfolio could boost diversification.
The US has pivoted towards protectionism and industrial intervention. The presidential election will help determine the speed of deglobalisation.
The accuracy of opinion polls has meant that the initial reaction of sterling assets to a new government has been relatively muted. But irrespective of a change of politicians, for investors the key issues remain the same – namely the rise of geopolitics, immigration, deglobalisation and fiscal versus monetary policy.
We weigh what the Labour win means for the macro outlook and what the vote tells us about longer-term themes.
Just when investors thought inflation was under control, short-dated bond yields are on the rise again as the possibility of higher rates from central banks looms large. But what's the impact on other asset classes? Find out in the latest episode of Market Talk.
Probably, but the more important question is whether a weaker dollar has already been priced in by markets.
With a repeat of the 2011 US debt ceiling showdown increasingly likely, we give some answers on how an agreement could be reached.
We expect much of the world to slip into recession, creating a challenging backdrop for equities. But there are also grounds for some optimism.
The pain for the UK economy from rising mortgage rates and utility costs has only just begun. Brace for a longer and deeper recession than consensus expects, write Tim Drayson and Hetal Mehta.
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