Disclaimer: Views in this blog do not promote, and are not directly connected to any L&G product or service. Views are from a range of L&G investment professionals, may be specific to an author’s particular investment region or desk, and do not necessarily reflect the views of L&G. For investment professionals only.

Asset allocation

Middle-East-oil burning 2
Markets and economics

How important is the Strait of Hormuz for global trade?

Given the fragility of peace in the Middle East, how reliant is the global economy on this 21-mile-wide stretch of water?
Christopher Jeffery
By  Christopher Jeffery
01 Jul 2025
2 min read
small parcel
Economics

When small parcels mean big business

For all the noise on headline tariff rates, tariffs on small packages are underdiscussed.
Matthew Rodger
By  Matthew Rodger
19 Jun 2025
4 min read
congestion 1
Economics

What can the London congestion charge teach us about tariffs?

Congestion charges and tariffs are very different in design, but both are attempts to use taxes to change economic behaviour. What can we learn from...
Christopher Jeffery
By  Christopher Jeffery
18 Jun 2025
4 min read
uncertain US1
Markets and economics

Tariffs: How to manage portfolio uncertainty

Significant uncertainty remains about the outcomes of tariffs, and it’s hard to have an edge on forecasting this. However, are there approaches that multi-asset investors...
Christopher Teschmacher
By  Christopher Teschmacher
09 Jun 2025
5 min read
extreme valuations
Investment strategy

Equity valuations uncovered (part 5): Beyond extremes

Do valuations only matter in extremes? And can the precise form of the valuation metric lead to different conclusions?
John SouthallAsset Allocation team
By  John Southall, Asset Allocation team
04 Jun 2025
4 min read
dollar demise
Currency

Chart of the month: Have reports of the dollar's death been greatly exaggerated?

In May 1897, rumours began to circulate in New York of the death of Mark Twain. The great writer, who was in London at the...
Christopher Jeffery
By  Christopher Jeffery
03 Jun 2025
2 min read
paints diversification
Investment strategy

Why diversification is key to a resilient portfolio

In the first of a series on overcoming equity market concentration risk, we consider alternatives to a traditional portfolio, and provide a practical guide to...
Andrzej PiochAude Martin
By  Andrzej Pioch, Aude Martin
02 Jun 2025
4 min read
Handshake US
Markets and economics

T-bill stakes: of markets and accords

Exploring President Trump’s unconventional paths to securing dollar-treasury dominance.
Matthew Rodger
By  Matthew Rodger
30 May 2025
4 min read
treasury US
Markets and economics

T-bill stakes: finding buyers and sellers

Treasury ownership has changed significantly since discussion of the ‘balance of financial terror’ 20 years ago.
Matthew Rodger
By  Matthew Rodger
28 May 2025
4 min read
Baked beans
Markets and economics

Margin call: will ‘middlemen’ markups amplify tariff inflation?

Does the behaviour of branded baked-bean prices during the energy crisis point to upside risks to tariff inflation from ‘middlemen’ markups?
James Carrick
By  James Carrick
22 May 2025
5 min read

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