LGIM

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.

Last week's small inflation miss led to a big market reaction, reflecting hopes that we're near the end of the hiking cycle. But as we drift towards recession, will the corporate outlook spoil the mood?

Several major factors are weighing on economic growth today. How could these problems be resolved, and how likely are we to see solutions?

Upside inflation surprises have weighed on markets all year, but as inflation and growth fall, so could bond yields.

According to one Fed governor, ‘purple squirrels’ (false vacancies) are distorting US job postings. But the relationship between unemployment and vacancies will be key to determining whether a soft landing is achievable in the US.

Financial advisers are facing an increasingly complex universe of sustainability regulations. We have created a guide to help you understand these regulatory changes, as well as how LGIM can provide support.

The past month saw a rapid shift in markets from worrying about inflation to worrying about growth. How should investors balance the risks?

Numerous factors are putting upward pressure on prices in Japan, and the yen is acting as an escape valve for the central bank's yield curve control policy.

While the precious metal appears expensive on valuation grounds, heightened risk aversion has led to additional demand from central banks.

The taper tantrum of 2013 showed how sensitive emerging markets (EMs) were to higher US rates, but there are some important differences this time around.

We need to remain humble and nimble as we assess the changing investment landscape and seek to fulfil our purpose: to create a better future through responsible investing.