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As the conflict in Ukraine leads to a humanitarian crisis, we consider how the invasion could shape the economic outlook and where market sentiment could go from here.

In our fourth post in this series, we look at the questions that Russia's invasion raises for the global economy. We also outline our views on the outlook for Fed, BoE and ECB policy.

The West has imposed a barrage of sanctions on Russia, from hampering its central bank to cutting off some of its banks from SWIFT. What effect will these steps have?

In the first of a two-part blog, we delve into the metaverse, and consider how far the vision is from becoming a (virtual) reality.

After years of underinvestment, the world is in the early stages of a potential global gas crisis. But with ambitious global climate targets largely incompatible with natural gas demand, uncertainty abounds.

Taking a step back from day-to-day market movements, we have reflected on our team's overall investment strategy outlook and economic thinking. An update of our established framework of recession indicators suggests that the economy has moved into late cycle much faster than we expected. This makes our bullish view on equities more tactical than it was before.

Commodity investments can provide diversification and hedging benefits against inflation risk, but are not a panacea. Good performance in inflationary periods has historically been offset by lower long-term return expectations. Our view of the trade-off suggests commodities can play a role in portfolios, bringing beneficial diversification potential, when needed.

LGIM review the Bank of England's decision to increase its interest rate to 0.50% and the implications for the economy, gilts, and corporate bonds.